IWA
Intercontinental Wealth Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,644
| Closed | -$202K | – | 275 |
|
|
2022
Q3 | $202K | Buy |
4,644
+64
| +1% | +$2.78K | 0.06% | 258 |
|
|
2022
Q2 | $217K | Hold |
4,580
| – | – | 0.06% | 267 |
|
|
2022
Q1 | $260K | Hold |
4,580
| – | – | 0.06% | 256 |
|
|
2021
Q4 | $268K | Sell |
4,580
-62
| -1% | -$3.63K | 0.06% | 258 |
|
|
2021
Q3 | $272K | Buy |
4,642
+247
| +6% | +$14.5K | 0.06% | 240 |
|
|
2021
Q2 | $244K | Buy |
4,395
+14
| +0.3% | +$777 | 0.05% | 260 |
|
|
2021
Q1 | $255K | Buy |
4,381
+45
| +1% | +$2.62K | 0.06% | 236 |
|
|
2020
Q4 | $208K | Buy |
+4,336
| New | +$208K | 0.05% | 241 |
|
|
2020
Q1 | – | Sell |
-3,675
| Closed | -$200K | – | 289 |
|
|
2019
Q4 | $200K | Sell |
3,675
-194
| -5% | -$10.6K | 0.17% | 106 |
|
|
2019
Q3 | $206K | Sell |
3,869
-45
| -1% | -$2.4K | 0.13% | 126 |
|
|
2019
Q2 | $192K | Buy |
+3,914
| New | +$192K | 0.1% | 126 |
|