PWA
Phoenix Wealth Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,495
| Closed | -$205K | – | 126 |
|
|
2021
Q4 | $205K | Buy |
3,495
+560
| +19% | +$32.8K | 0.15% | 116 |
|
|
2021
Q3 | $172K | Hold |
2,935
| – | – | 0.13% | 122 |
|
|
2021
Q2 | $160K | Buy |
2,935
+83
| +3% | +$4.53K | 0.12% | 132 |
|
|
2021
Q1 | $168K | Buy |
2,852
+266
| +10% | +$15.7K | 0.13% | 125 |
|
|
2020
Q4 | $124K | Buy |
+2,586
| New | +$124K | 0.09% | 134 |
|