IKOS CIF’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-1,000
| Closed | -$34K | – | 212 |
|
|
2016
Q1 | $34K | Buy |
+1,000
| New | +$34K | 0.08% | 131 |
|
|
2015
Q1 | – | Sell |
-5,499
| Closed | -$216K | – | 297 |
|
|
2014
Q4 | $216K | Sell |
5,499
-12,795
| -70% | -$503K | 0.37% | 139 |
|
|
2014
Q3 | $688K | Buy |
+18,294
| New | +$688K | 0.99% | 8 |
|
|
2014
Q2 | – | Sell |
-4,091
| Closed | -$163K | – | 280 |
|
|
2014
Q1 | $163K | Buy |
+4,091
| New | +$163K | 0.25% | 120 |
|