Integrated Wealth Management’s Truist Financial TFC Stock Holding History

Integrated Wealth Management’s Portfolio TFC Stock Details TFC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell
2016 Q3	$3K	Sell
2016 Q2	$30K	Sell
2016 Q1	$34K	Sell
2015 Q4	$40K	Sell
2015 Q3	$43K	Buy
2015 Q2	$47K	Buy
2015 Q1	$41K	Buy