IWA
Inspirion Wealth Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $727K | Buy |
16,920
+1,220
| +8% | +$52.4K | 0.1% | 74 |
|
|
2025
Q1 | $646K | Hold |
15,700
| – | – | 0.09% | 81 |
|
|
2024
Q4 | $690K | Hold |
15,700
| – | – | 0.1% | 80 |
|
|
2024
Q3 | $671K | Buy |
15,700
+200
| +1% | +$8.55K | 0.09% | 83 |
|
|
2024
Q2 | $602K | Hold |
15,500
| – | – | 0.09% | 82 |
|
|
2024
Q1 | $604K | Hold |
15,500
| – | – | 0.1% | 81 |
|
|
2023
Q4 | $581K | Hold |
15,500
| – | – | 0.1% | 80 |
|
|
2023
Q3 | $443K | Buy |
+15,500
| New | +$443K | 0.09% | 89 |
|