Sageworth Trust’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-713
| Closed | -$34K | – | 292 |
|
|
2020
Q4 | $34K | Buy |
+713
| New | +$34K | ﹤0.01% | 138 |
|
|
2019
Q2 | – | Sell |
-120
| Closed | -$6K | – | 273 |
|
|
2019
Q1 | $6K | Buy |
+120
| New | +$6K | ﹤0.01% | 187 |
|
|
2018
Q4 | – | Sell |
-1,156
| Closed | -$56K | – | 219 |
|
|
2018
Q3 | $56K | Hold |
1,156
| – | – | 0.01% | 84 |
|
|
2018
Q2 | $58K | Buy |
+1,156
| New | +$58K | 0.01% | 41 |
|
|
2015
Q1 | – | Sell |
-5,473
| Closed | -$213K | – | 77 |
|
|
2014
Q4 | $213K | Buy |
+5,473
| New | +$213K | 0.06% | 91 |
|