Inlet Private Wealth’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-20,000
| Closed | -$751K | – | 131 |
|
|
2020
Q2 | $751K | Hold |
20,000
| – | – | 0.3% | 74 |
|
|
2020
Q1 | $617K | Hold |
20,000
| – | – | 0.29% | 76 |
|
|
2019
Q4 | $1.13M | Hold |
20,000
| – | – | 0.37% | 67 |
|
|
2019
Q3 | $1.07M | Sell |
20,000
-532
| -3% | -$28.4K | 0.4% | 68 |
|
|
2019
Q2 | $1.04M | Hold |
20,532
| – | – | 0.37% | 74 |
|
|
2019
Q1 | $955K | Buy |
20,532
+8,000
| +64% | +$372K | 0.38% | 72 |
|
|
2018
Q4 | $543K | Buy |
+12,532
| New | +$543K | 0.29% | 72 |
|