PrairieView Partners’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-37
| Closed | -$1K | – | 415 |
|
|
2023
Q3 | $1K | Sell |
37
-76
| -67% | -$2.05K | ﹤0.01% | 369 |
|
|
2023
Q2 | $3K | Hold |
113
| – | – | ﹤0.01% | 393 |
|
|
2023
Q1 | $3K | Buy |
113
+37
| +49% | +$982 | ﹤0.01% | 368 |
|
|
2022
Q4 | $3K | Sell |
76
-151
| -67% | -$5.96K | ﹤0.01% | 403 |
|
|
2022
Q3 | $10K | Buy |
227
+151
| +199% | +$6.65K | ﹤0.01% | 305 |
|
|
2022
Q2 | $4K | Hold |
76
| – | – | ﹤0.01% | 387 |
|
|
2022
Q1 | $4K | Buy |
+76
| New | +$4K | ﹤0.01% | 380 |
|