Parisi Gray Wealth Management’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-618
Closed -$34K 506
2021
Q2
$34K Buy
+618
New +$34K 0.01% 328
2020
Q3
Sell
-10,775
Closed -$405K 120
2020
Q2
$405K Buy
10,775
+1
+0% +$38 0.23% 73
2020
Q1
$332K Buy
10,774
+1
+0% +$31 0.24% 77
2019
Q4
$607K Buy
+10,773
New +$607K 0.34% 62
2018
Q2
Sell
-11
Closed -$1K 641
2018
Q1
$1K Buy
+11
New +$1K ﹤0.01% 597