Kore Private Wealth’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-7,194
| Closed | -$422K | – | 444 |
|
|
2021
Q3 | $422K | Buy |
7,194
+1,872
| +35% | +$110K | 0.04% | 263 |
|
|
2021
Q2 | $295K | Buy |
5,322
+499
| +10% | +$27.7K | 0.03% | 318 |
|
|
2021
Q1 | $281K | Buy |
+4,823
| New | +$281K | 0.04% | 289 |
|
|
2020
Q3 | – | Sell |
-2,633
| Closed | -$98K | – | 995 |
|
|
2020
Q2 | $98K | Sell |
2,633
-682
| -21% | -$25.4K | 0.02% | 334 |
|
|
2020
Q1 | $102K | Buy |
3,315
+758
| +30% | +$23.3K | 0.02% | 310 |
|
|
2019
Q4 | $144K | Buy |
+2,557
| New | +$144K | 0.03% | 305 |
|
|
2019
Q2 | – | Sell |
-2,426
| Closed | -$113K | – | 724 |
|
|
2019
Q1 | $113K | Buy |
2,426
+896
| +59% | +$41.7K | 0.03% | 268 |
|
|
2018
Q4 | $66K | Buy |
+1,530
| New | +$66K | 0.02% | 327 |
|