Kiwi Wealth Investments Limited Partnership’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-140,731
| Closed | -$7.98M | – | 236 |
|
|
2022
Q1 | $7.98M | Sell |
140,731
-4,552
| -3% | -$258K | 0.43% | 67 |
|
|
2021
Q4 | $8.51M | Buy |
+145,283
| New | +$8.51M | 0.4% | 77 |
|
|
2021
Q1 | – | Sell |
-104,943
| Closed | -$5.03M | – | 281 |
|
|
2020
Q4 | $5.03M | Buy |
+104,943
| New | +$5.03M | 0.3% | 99 |
|
|
2019
Q3 | – | Sell |
-90,079
| Closed | -$4.43M | – | 222 |
|
|
2019
Q2 | $4.43M | Buy |
+90,079
| New | +$4.43M | 0.39% | 76 |
|