NWWA
New Wave Wealth Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Sell |
5,042
-21
| -0.4% | -$903 | 0.09% | 130 |
|
|
2025
Q1 | $208K | Sell |
5,063
-1,117
| -18% | -$46K | 0.09% | 126 |
|
|
2024
Q4 | $268K | Sell |
6,180
-372
| -6% | -$16.1K | 0.11% | 110 |
|
|
2024
Q3 | $280K | Buy |
6,552
+17
| +0.3% | +$727 | 0.13% | 112 |
|
|
2024
Q2 | $254K | Buy |
+6,535
| New | +$254K | 0.14% | 117 |
|