MCWA
Meadow Creek Wealth Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-17,327
| Closed | -$675K | – | 136 |
|
|
2024
Q1 | $675K | Sell |
17,327
-599
| -3% | -$23.3K | 0.47% | 49 |
|
|
2023
Q4 | $662K | Buy |
+17,926
| New | +$662K | 0.64% | 38 |
|
|
2022
Q3 | $747K | Hold |
17,151
| – | – | 0.99% | 16 |
|
|
2022
Q2 | $813K | Hold |
17,151
| – | – | 1% | 16 |
|
|
2022
Q1 | $972K | Sell |
17,151
-450
| -3% | -$25.5K | 1.06% | 15 |
|
|
2021
Q4 | $1.03M | Buy |
+17,601
| New | +$1.03M | 0.97% | 18 |
|
|
2019
Q4 | $272K | Buy |
+4,825
| New | +$272K | 0.38% | 78 |
|