Meridian Wealth Partners’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 |
-4,471
| Closed | -$212K | – | 87 |
|
|
2022
Q2 | $212K | Buy |
4,471
+705
| +19% | +$33.4K | 0.05% | 77 |
|
|
2022
Q1 | $213K | Buy |
+3,766
| New | +$213K | 0.04% | 78 |
|
|
2021
Q2 | – | Sell |
-1,374
| Closed | -$81K | – | 1130 |
|
|
2021
Q1 | $81K | Buy |
1,374
+36
| +3% | +$2.12K | 0.02% | 124 |
|
|
2020
Q4 | $64K | Buy |
1,338
+482
| +56% | +$23.1K | 0.03% | 124 |
|
|
2020
Q3 | $33K | Sell |
856
-419
| -33% | -$16.2K | 0.02% | 156 |
|
|
2020
Q2 | $48K | Sell |
1,275
-38
| -3% | -$1.43K | 0.03% | 130 |
|
|
2020
Q1 | $40K | Sell |
1,313
-4
| -0.3% | -$122 | 0.02% | 135 |
|
|
2019
Q4 | $74K | Buy |
+1,317
| New | +$74K | 0.05% | 110 |
|