MWM
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Minot Wealth Management’s Truist Financial TFC Stock Holding History

Minot Wealth Management’s Portfolio TFC Stock Details TFC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-20,102
Closed -$1.13M – 128
2019
Q4 		$1.13M Buy
+20,102
New +$1.13M 0.52% 61