Mascoma Wealth Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-259
| Closed | -$12K | – | 630 |
|
|
2022
Q2 | $12K | Sell |
259
-105
| -29% | -$4.87K | ﹤0.01% | 400 |
|
|
2022
Q1 | $21K | Buy |
364
+105
| +41% | +$6.06K | 0.01% | 365 |
|
|
2021
Q4 | $15K | Sell |
259
-259
| -50% | -$15K | 0.01% | 368 |
|
|
2021
Q3 | $30K | Buy |
+518
| New | +$30K | 0.01% | 253 |
|
|
2021
Q2 | – | Sell |
-518
| Closed | -$30K | – | 391 |
|
|
2021
Q1 | $30K | Buy |
+518
| New | +$30K | 0.01% | 261 |
|