KM
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 |
|