IMS
Index Management Solutions’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $51K | Buy |
1,428
+125
| +10% | +$4.46K | 0.05% | 174 |
|
|
2015
Q2 | $53K | Buy |
1,303
+716
| +122% | +$29.1K | 0.05% | 222 |
|
|
2015
Q1 | $23K | Sell |
587
-341
| -37% | -$13.4K | 0.02% | 337 |
|
|
2014
Q4 | $36K | Sell |
928
-6,709
| -88% | -$260K | 0.01% | 551 |
|
|
2014
Q3 | $284K | Buy |
7,637
+6,715
| +728% | +$250K | 0.03% | 484 |
|
|
2014
Q2 | $36K | Sell |
922
-183
| -17% | -$7.15K | ﹤0.01% | 893 |
|
|
2014
Q1 | $44K | Sell |
1,105
-1,380
| -56% | -$55K | 0.01% | 897 |
|
|
2013
Q4 | $93K | Buy |
2,485
+254
| +11% | +$9.51K | 0.02% | 214 |
|
|
2013
Q3 | $75K | Buy |
+2,231
| New | +$75K | 0.02% | 278 |
|