LWM
LBA Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $51K | Hold |
1,150
| – | – | 0.03% | 194 |
|
|
2016
Q4 | $54K | Sell |
1,150
-1,400
| -55% | -$65.7K | 0.03% | 186 |
|
|
2016
Q3 | $96K | Buy |
2,550
+100
| +4% | +$3.77K | 0.05% | 156 |
|
|
2016
Q2 | $87K | Buy |
2,450
+1,050
| +75% | +$37.3K | 0.05% | 162 |
|
|
2016
Q1 | $47K | Sell |
1,400
-1,400
| -50% | -$47K | 0.03% | 198 |
|
|
2015
Q4 | $106K | Hold |
2,800
| – | – | 0.06% | 156 |
|
|
2015
Q3 | $100K | Buy |
+2,800
| New | +$100K | 0.06% | 148 |
|
|
2014
Q4 | – | Sell |
-125
| Closed | -$5K | – | 382 |
|
|
2014
Q3 | $5K | Buy |
+125
| New | +$5K | ﹤0.01% | 341 |
|