LAS
LWM Advisory Services’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,536
| Closed | -$43.9K | – | 142 |
|
|
2023
Q3 | $43.9K | Buy |
+1,536
| New | +$43.9K | 0.05% | 92 |
|
|
2022
Q4 | – | Sell |
-6,819
| Closed | -$297K | – | 120 |
|
|
2022
Q3 | $297K | Buy |
6,819
+1,206
| +21% | +$52.5K | 0.34% | 83 |
|
|
2022
Q2 | $266K | Buy |
5,613
+721
| +15% | +$34.2K | 0.32% | 89 |
|
|
2022
Q1 | $277K | Buy |
4,892
+1,221
| +33% | +$69.1K | 0.34% | 87 |
|
|
2021
Q4 | $215K | Buy |
+3,671
| New | +$215K | 0.27% | 104 |
|