Ipswich Investment Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,860
| Closed | -$217K | – | 180 |
|
|
2019
Q4 | $217K | Sell |
3,860
-200
| -5% | -$11.2K | 0.06% | 173 |
|
|
2019
Q3 | $217K | Buy |
+4,060
| New | +$217K | 0.07% | 167 |
|
|
2019
Q2 | – | Sell |
-6,835
| Closed | -$318K | – | 182 |
|
|
2019
Q1 | $318K | Sell |
6,835
-34,455
| -83% | -$1.6M | 0.1% | 143 |
|
|
2018
Q4 | $1.79M | Sell |
41,290
-350
| -0.8% | -$15.2K | 0.66% | 47 |
|
|
2018
Q3 | $2.02M | Sell |
41,640
-141
| -0.3% | -$6.84K | 0.68% | 50 |
|
|
2018
Q2 | $2.11M | Sell |
41,781
-2,485
| -6% | -$125K | 0.97% | 42 |
|
|
2018
Q1 | $2.3M | Buy |
44,266
+506
| +1% | +$26.3K | 0.97% | 35 |
|
|
2017
Q4 | $2.18M | Sell |
43,760
-2,125
| -5% | -$106K | 0.92% | 37 |
|
|
2017
Q3 | $2.15M | Buy |
45,885
+1,990
| +5% | +$93.4K | 0.97% | 36 |
|
|
2017
Q2 | $1.99M | Sell |
43,895
-4,795
| -10% | -$218K | 0.93% | 36 |
|
|
2017
Q1 | $2.18M | Sell |
48,690
-225
| -0.5% | -$10.1K | 0.95% | 40 |
|
|
2016
Q4 | $2.3M | Buy |
48,915
+6,090
| +14% | +$286K | 1.04% | 36 |
|
|
2016
Q3 | $1.62M | Buy |
42,825
+21,090
| +97% | +$795K | 0.79% | 44 |
|
|
2016
Q2 | $774K | Buy |
21,735
+20,835
| +2,315% | +$742K | 0.38% | 65 |
|
|
2016
Q1 | $30K | Buy |
+900
| New | +$30K | 0.01% | 269 |
|