PJSIMP
P.J. Schmidt Investment Management (PJS)’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-12,225
| Closed | -$377K | – | 125 |
|
|
2020
Q1 | $377K | Sell |
12,225
-656
| -5% | -$20.2K | 0.13% | 91 |
|
|
2019
Q4 | $725K | Sell |
12,881
-404
| -3% | -$22.7K | 0.19% | 83 |
|
|
2019
Q3 | $709K | Sell |
13,285
-450
| -3% | -$24K | 0.2% | 82 |
|
|
2019
Q2 | $675K | Sell |
13,735
-1,838
| -12% | -$90.3K | 0.2% | 83 |
|
|
2019
Q1 | $725K | Buy |
15,573
+85
| +0.5% | +$3.96K | 0.21% | 83 |
|
|
2018
Q4 | $671K | Sell |
15,488
-4,762
| -24% | -$206K | 0.22% | 77 |
|
|
2018
Q3 | $983K | Buy |
20,250
+130
| +0.6% | +$6.31K | 0.28% | 70 |
|
|
2018
Q2 | $1.02M | Sell |
20,120
-46
| -0.2% | -$2.32K | 0.3% | 68 |
|
|
2018
Q1 | $1.05M | Buy |
+20,166
| New | +$1.05M | 0.31% | 69 |
|