PWM
Prentice Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-140
| Closed | -$7K | – | 169 |
|
|
2022
Q2 | $7K | Buy |
+140
| New | +$7K | 0.01% | 112 |
|
|
2021
Q4 | – | Sell |
-259
| Closed | -$15K | – | 286 |
|
|
2021
Q3 | $15K | Hold |
259
| – | – | 0.01% | 235 |
|
|
2021
Q2 | $14K | Hold |
259
| – | – | 0.01% | 231 |
|
|
2021
Q1 | $15K | Buy |
+259
| New | +$15K | 0.01% | 226 |
|