Integrated Wealth Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-68
| Closed | -$3K | – | 920 |
|
|
2016
Q3 | $3K | Sell |
68
-777
| -92% | -$34.3K | ﹤0.01% | 1017 |
|
|
2016
Q2 | $30K | Sell |
845
-175
| -17% | -$6.21K | 0.01% | 511 |
|
|
2016
Q1 | $34K | Sell |
1,020
-43
| -4% | -$1.43K | 0.01% | 440 |
|
|
2015
Q4 | $40K | Sell |
1,063
-156
| -13% | -$5.87K | 0.02% | 434 |
|
|
2015
Q3 | $43K | Buy |
1,219
+62
| +5% | +$2.19K | 0.02% | 414 |
|
|
2015
Q2 | $47K | Buy |
1,157
+90
| +8% | +$3.66K | 0.02% | 411 |
|
|
2015
Q1 | $41K | Buy |
+1,067
| New | +$41K | 0.02% | 421 |
|