KM
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Kalos Management’s Truist Financial TFC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
-45,353
Closed -$1.97M 232
2019
Q2
$1.97M Buy
45,353
+7,079
+18% +$307K 0.89% 28
2019
Q1
$1.78M Sell
38,274
-7,906
-17% -$368K 1.15% 24
2018
Q4
$2M Sell
46,180
-2,494
-5% -$108K 0.97% 29
2018
Q3
$2.36M Sell
48,674
-1,680
-3% -$81.6K 1.27% 23
2018
Q2
$2.54M Buy
+50,354
New +$2.54M 1.15% 29