Omnia Family Wealth’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-99
| Closed | -$5K | – | 472 |
|
|
2019
Q1 | $5K | Hold |
99
| – | – | ﹤0.01% | 320 |
|
|
2018
Q4 | $4K | Hold |
99
| – | – | ﹤0.01% | 313 |
|
|
2018
Q3 | $5K | Hold |
99
| – | – | ﹤0.01% | 314 |
|
|
2018
Q2 | $5K | Hold |
99
| – | – | ﹤0.01% | 314 |
|
|
2018
Q1 | $5K | Hold |
99
| – | – | ﹤0.01% | 318 |
|
|
2017
Q4 | $5K | Hold |
99
| – | – | ﹤0.01% | 340 |
|
|
2017
Q3 | $5K | Sell |
99
-175
| -64% | -$8.84K | ﹤0.01% | 351 |
|
|
2017
Q2 | $12K | Hold |
274
| – | – | 0.01% | 263 |
|
|
2017
Q1 | $12K | Hold |
274
| – | – | 0.01% | 265 |
|
|
2016
Q4 | $13K | Buy |
+274
| New | +$13K | 0.01% | 261 |
|