LWMM
Legacy Wealth Management (Mississippi)’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-13,065
| Closed | -$741K | – | 98 |
|
|
2022
Q1 | $741K | Buy |
13,065
+93
| +0.7% | +$5.27K | 0.39% | 60 |
|
|
2021
Q4 | $760K | Buy |
12,972
+67
| +0.5% | +$3.92K | 0.39% | 61 |
|
|
2021
Q3 | $757K | Hold |
12,905
| – | – | 0.4% | 61 |
|
|
2021
Q2 | $716K | Sell |
12,905
-395
| -3% | -$21.9K | 0.4% | 58 |
|
|
2021
Q1 | $776K | Hold |
13,300
| – | – | 0.47% | 55 |
|
|
2020
Q4 | $637K | Sell |
13,300
-1,130
| -8% | -$54.2K | 0.4% | 58 |
|
|
2020
Q3 | $549K | Sell |
14,430
-14,497
| -50% | -$552K | 0.38% | 64 |
|
|
2020
Q2 | $1.09M | Buy |
28,927
+950
| +3% | +$35.7K | 0.83% | 41 |
|
|
2020
Q1 | $863K | Buy |
27,977
+16,530
| +144% | +$510K | 0.8% | 43 |
|
|
2019
Q4 | $645K | Buy |
+11,447
| New | +$645K | 0.56% | 53 |
|