SIA
Schechter Investment Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-13,840
| Closed | -$472K | – | 697 |
|
|
2023
Q1 | $472K | Sell |
13,840
-449
| -3% | -$15.3K | 0.04% | 421 |
|
|
2022
Q4 | $615K | Buy |
14,289
+846
| +6% | +$36.4K | 0.06% | 435 |
|
|
2022
Q3 | $585K | Sell |
13,443
-508
| -4% | -$22.1K | 0.06% | 457 |
|
|
2022
Q2 | $661K | Sell |
13,951
-3,307
| -19% | -$157K | 0.06% | 431 |
|
|
2022
Q1 | $979K | Buy |
17,258
+1,933
| +13% | +$110K | 0.09% | 309 |
|
|
2021
Q4 | $897K | Buy |
+15,325
| New | +$897K | 0.08% | 337 |
|