MGWM
Marks Group Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-37,275
| Closed | -$1.13M | – | 284 |
|
|
2023
Q2 | $1.13M | Buy |
37,275
+10,206
| +38% | +$310K | 0.13% | 154 |
|
|
2023
Q1 | $923K | Buy |
27,069
+5,246
| +24% | +$179K | 0.12% | 168 |
|
|
2022
Q4 | $939K | Buy |
21,823
+2,714
| +14% | +$117K | 0.13% | 163 |
|
|
2022
Q3 | $832K | Buy |
19,109
+2,777
| +17% | +$121K | 0.13% | 170 |
|
|
2022
Q2 | $775K | Buy |
16,332
+3,580
| +28% | +$170K | 0.11% | 183 |
|
|
2022
Q1 | $723K | Buy |
12,752
+2,573
| +25% | +$146K | 0.09% | 197 |
|
|
2021
Q4 | $594K | Buy |
10,179
+1,861
| +22% | +$109K | 0.07% | 218 |
|
|
2021
Q3 | $485K | Sell |
8,318
-3,083
| -27% | -$180K | 0.07% | 205 |
|
|
2021
Q2 | $636K | Buy |
11,401
+151
| +1% | +$8.42K | 0.09% | 165 |
|
|
2021
Q1 | $654K | Buy |
11,250
+361
| +3% | +$21K | 0.1% | 162 |
|
|
2020
Q4 | $522K | Sell |
10,889
-42
| -0.4% | -$2.01K | 0.08% | 172 |
|
|
2020
Q3 | $416K | Buy |
10,931
+315
| +3% | +$12K | 0.08% | 180 |
|
|
2020
Q2 | $396K | Buy |
10,616
+1,840
| +21% | +$68.6K | 0.08% | 175 |
|
|
2020
Q1 | $267K | Buy |
8,776
+668
| +8% | +$20.3K | 0.07% | 186 |
|
|
2019
Q4 | $457K | Buy |
+8,108
| New | +$457K | 0.09% | 180 |
|