KA
Kaizen Advisory’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $92K | Buy |
2,131
+274
| +15% | +$11.8K | 0.06% | 235 |
|
|
2018
Q3 | $90K | Hold |
1,857
| – | – | 0.05% | 246 |
|
|
2018
Q2 | $94K | Buy |
1,857
+1,077
| +138% | +$54.5K | 0.05% | 236 |
|
|
2018
Q1 | $41K | Sell |
780
-22,349
| -97% | -$1.17M | 0.04% | 222 |
|
|
2017
Q4 | $1.15M | Buy |
+23,129
| New | +$1.15M | 0.69% | 64 |
|