SWM
Segment Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,366
| Closed | -$304K | – | 251 |
|
|
2022
Q1 | $304K | Sell |
5,366
-1,206
| -18% | -$68.3K | 0.03% | 210 |
|
|
2021
Q4 | $385K | Buy |
+6,572
| New | +$385K | 0.04% | 186 |
|
|
2020
Q1 | – | Sell |
-9,296
| Closed | -$523K | – | 228 |
|
|
2019
Q4 | $523K | Buy |
+9,296
| New | +$523K | 0.09% | 146 |
|