IA
Insight Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,776
| Closed | -$208K | – | 323 |
|
|
2022
Q4 | $208K | Hold |
4,776
| – | – | 0.07% | 297 |
|
|
2022
Q3 | $208K | Hold |
4,776
| – | – | 0.08% | 260 |
|
|
2022
Q2 | $235K | Sell |
4,776
-934
| -16% | -$46K | 0.08% | 266 |
|
|
2022
Q1 | $324K | Hold |
5,710
| – | – | 0.1% | 241 |
|
|
2021
Q4 | $334K | Hold |
5,710
| – | – | 0.1% | 234 |
|
|
2021
Q3 | $364K | Sell |
5,710
-41
| -0.7% | -$2.61K | 0.11% | 221 |
|
|
2021
Q2 | $311K | Sell |
5,751
-60
| -1% | -$3.25K | 0.1% | 243 |
|
|
2021
Q1 | $345K | Buy |
5,811
+96
| +2% | +$5.7K | 0.11% | 234 |
|
|
2020
Q4 | $274K | Buy |
+5,715
| New | +$274K | 0.1% | 223 |
|