MYCIO 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-4,733
| Closed | -$212K | – | 253 |
|
|
2017
Q1 | $212K | Buy |
+4,733
| New | +$212K | 0.03% | 223 |
|
|
2016
Q4 | – | Sell |
-3,946
| Closed | -$149K | – | 607 |
|
|
2016
Q3 | $149K | Buy |
3,946
+3,846
| +3,846% | +$145K | 0.02% | 209 |
|
|
2016
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 730 |
|
|
2016
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 664 |
|
|
2015
Q4 | $4K | Sell |
100
-80
| -44% | -$3.2K | ﹤0.01% | 633 |
|
|
2015
Q3 | $6K | Hold |
180
| – | – | ﹤0.01% | 643 |
|
|
2015
Q2 | $7K | Buy |
180
+80
| +80% | +$3.11K | ﹤0.01% | 564 |
|
|
2015
Q1 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 568 |
|