Mountain Capital Investment Advisors’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-28,703
Closed -$1.32M 79
2022
Q4
$1.32M Buy
+28,703
New +$1.32M 0.6% 52