Keebeck Wealth 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
Q3
Sell
-242
Closed -$9K 336
2020
Q2
$9K Sell
242
-10,813
-98% -$402K ﹤0.01% 315
2020
Q1
$340K Buy
11,055
+5,435
+97% +$167K 0.14% 116
2019
Q4
$315K Buy
+5,620
New +$315K 0.1% 115