Meridian Wealth Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-10,645
| Closed | -$400K | – | 173 |
|
|
2020
Q2 | $400K | Buy |
10,645
+653
| +7% | +$24.5K | 0.18% | 107 |
|
|
2020
Q1 | $308K | Sell |
9,992
-5,006
| -33% | -$154K | 0.17% | 101 |
|
|
2019
Q4 | $845K | Buy |
14,998
+3,003
| +25% | +$169K | 0.33% | 62 |
|
|
2019
Q3 | $640K | Buy |
11,995
+870
| +8% | +$46.4K | 0.27% | 73 |
|
|
2019
Q2 | $564K | Buy |
11,125
+411
| +4% | +$20.8K | 0.39% | 52 |
|
|
2019
Q1 | $499K | Buy |
10,714
+400
| +4% | +$18.6K | 0.36% | 58 |
|
|
2018
Q4 | $447K | Buy |
+10,314
| New | +$447K | 0.34% | 58 |
|