KWAG
TFC icon

Kiely Wealth Advisory Group’s Truist Financial TFC Stock Holding History

Kiely Wealth Advisory Group’s Portfolio TFC Stock Details TFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$37.9K Hold
804
– – 0.02% 126
2024
Q3 		$37.3K Sell
804
-12
-1% -$556 0.02% 129
2024
Q2 		$34.3K Hold
816
– – 0.02% 119
2024
Q1 		$31.3K Hold
816
– – 0.02% 117
2023
Q4 		$30.8K Buy
+816
New +$30.8K 0.02% 119