MA
Marshwinds Advisory’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $346K | Buy |
7,977
+14
| +0.2% | +$607 | 0.19% | 96 |
|
|
2018
Q3 | $387K | Buy |
7,963
+13
| +0.2% | +$632 | 0.18% | 100 |
|
|
2018
Q2 | $401K | Buy |
7,950
+12
| +0.2% | +$605 | 0.19% | 101 |
|
|
2018
Q1 | $413K | Sell |
7,938
-89
| -1% | -$4.63K | 0.2% | 100 |
|
|
2017
Q4 | $399K | Sell |
8,027
-1,401
| -15% | -$69.6K | 0.18% | 101 |
|
|
2017
Q3 | $443K | Sell |
9,428
-138
| -1% | -$6.48K | 0.21% | 95 |
|
|
2017
Q2 | $434K | Sell |
9,566
-188
| -2% | -$8.53K | 0.21% | 98 |
|
|
2017
Q1 | $436K | Sell |
9,754
-290
| -3% | -$13K | 0.2% | 95 |
|
|
2016
Q4 | $472K | Buy |
10,044
+11
| +0.1% | +$517 | 0.22% | 94 |
|
|
2016
Q3 | $378K | Sell |
10,033
-234
| -2% | -$8.82K | 0.18% | 107 |
|
|
2016
Q2 | $366K | Sell |
10,267
-886
| -8% | -$31.6K | 0.18% | 107 |
|
|
2016
Q1 | $371K | Sell |
11,153
-486
| -4% | -$16.2K | 0.19% | 103 |
|
|
2015
Q4 | $440K | Sell |
11,639
-2,176
| -16% | -$82.3K | 0.23% | 96 |
|
|
2015
Q3 | $492K | Sell |
13,815
-187
| -1% | -$6.66K | 0.26% | 89 |
|
|
2015
Q2 | $564K | Sell |
14,002
-892
| -6% | -$35.9K | 0.28% | 85 |
|
|
2015
Q1 | $581K | Buy |
14,894
+8
| +0.1% | +$312 | 0.28% | 90 |
|
|
2014
Q4 | $579K | Sell |
14,886
-692
| -4% | -$26.9K | 0.27% | 92 |
|
|
2014
Q3 | $580K | Sell |
15,578
-291
| -2% | -$10.8K | 0.29% | 90 |
|
|
2014
Q2 | $626K | Buy |
15,869
+8
| +0.1% | +$316 | 0.3% | 90 |
|
|
2014
Q1 | $637K | Buy |
15,861
+1,297
| +9% | +$52.1K | 0.32% | 89 |
|
|
2013
Q4 | $544K | Sell |
14,564
-142
| -1% | -$5.3K | 0.29% | 90 |
|
|
2013
Q3 | $496K | Buy |
14,706
+183
| +1% | +$6.17K | 0.29% | 92 |
|
|
2013
Q2 | $492K | Buy |
+14,523
| New | +$492K | 0.29% | 91 |
|