PFWA
Paces Ferry Wealth Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,450
| Closed | -$220K | – | 113 |
|
|
2023
Q1 | $220K | Sell |
6,450
-458
| -7% | -$15.6K | 0.18% | 104 |
|
|
2022
Q4 | $297K | Buy |
6,908
+362
| +6% | +$15.6K | 0.29% | 79 |
|
|
2022
Q3 | $285K | Sell |
6,546
-13
| -0.2% | -$566 | 0.31% | 75 |
|
|
2022
Q2 | $311K | Buy |
6,559
+165
| +3% | +$7.82K | 0.31% | 73 |
|
|
2022
Q1 | $363K | Buy |
6,394
+52
| +0.8% | +$2.95K | 0.29% | 74 |
|
|
2021
Q4 | $371K | Sell |
6,342
-1,164
| -16% | -$68.1K | 0.27% | 76 |
|
|
2021
Q3 | $440K | Buy |
7,506
+183
| +2% | +$10.7K | 0.35% | 67 |
|
|
2021
Q2 | $406K | Buy |
7,323
+28
| +0.4% | +$1.55K | 0.31% | 73 |
|
|
2021
Q1 | $425K | Buy |
7,295
+351
| +5% | +$20.4K | 0.37% | 65 |
|
|
2020
Q4 | $333K | Buy |
6,944
+1,970
| +40% | +$94.5K | 0.3% | 75 |
|
|
2020
Q3 | $189K | Buy |
+4,974
| New | +$189K | 0.16% | 108 |
|