RPWA
Regent Peak Wealth Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,284
| Closed | -$203K | – | 161 |
|
|
2022
Q2 | $203K | Buy |
4,284
+393
| +10% | +$18.6K | 0.07% | 152 |
|
|
2022
Q1 | $221K | Buy |
3,891
+75
| +2% | +$4.26K | 0.06% | 149 |
|
|
2021
Q4 | $223K | Buy |
3,816
+36
| +1% | +$2.1K | 0.06% | 154 |
|
|
2021
Q3 | $222K | Buy |
3,780
+47
| +1% | +$2.76K | 0.06% | 155 |
|
|
2021
Q2 | $203K | Sell |
3,733
-613
| -14% | -$33.3K | 0.06% | 166 |
|
|
2021
Q1 | $253K | Buy |
4,346
+6
| +0.1% | +$349 | 0.08% | 133 |
|
|
2020
Q4 | $208K | Buy |
+4,340
| New | +$208K | 0.07% | 137 |
|