JWM
Janiczek Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $98.1K | Hold |
2,526
| – | – | 0.02% | 279 |
|
|
2024
Q1 | $98.5K | Hold |
2,526
| – | – | 0.02% | 292 |
|
|
2023
Q4 | $93.3K | Buy |
2,526
+29
| +1% | +$1.07K | 0.02% | 278 |
|
|
2023
Q3 | $71.4K | Hold |
2,497
| – | – | 0.02% | 312 |
|
|
2023
Q2 | $75.8K | Hold |
2,497
| – | – | 0.02% | 254 |
|
|
2023
Q1 | $83K | Sell |
2,497
-26
| -1% | -$865 | 0.02% | 243 |
|
|
2022
Q4 | $119K | Sell |
2,523
-89
| -3% | -$4.2K | 0.03% | 196 |
|
|
2022
Q3 | $113K | Buy |
2,612
+202
| +8% | +$8.74K | 0.04% | 177 |
|
|
2022
Q2 | $122K | Sell |
2,410
-4
| -0.2% | -$202 | 0.04% | 176 |
|
|
2022
Q1 | $137K | Hold |
2,414
| – | – | 0.04% | 164 |
|
|
2021
Q4 | $141K | Hold |
2,414
| – | – | 0.04% | 144 |
|
|
2021
Q3 | $142K | Buy |
2,414
+4
| +0.2% | +$235 | 0.05% | 128 |
|
|
2021
Q2 | $134K | Hold |
2,410
| – | – | 0.05% | 117 |
|
|
2021
Q1 | $141K | Hold |
2,410
| – | – | 0.06% | 103 |
|
|
2020
Q4 | $116K | Hold |
2,410
| – | – | 0.06% | 96 |
|
|
2020
Q3 | $92K | Buy |
2,410
+2,304
| +2,174% | +$88K | 0.05% | 70 |
|
|
2020
Q2 | $4K | Buy |
+106
| New | +$4K | ﹤0.01% | 214 |
|