SAM
Shamrock Asset Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $109K | Sell |
2,042
-384
| -16% | -$20.5K | 0.08% | 104 |
|
|
2019
Q2 | $119K | Sell |
2,426
-312
| -11% | -$15.3K | 0.08% | 107 |
|
|
2019
Q1 | $127K | Buy |
2,738
+2
| +0.1% | +$93 | 0.1% | 99 |
|
|
2018
Q4 | $119K | Buy |
2,736
+2
| +0.1% | +$87 | 0.18% | 84 |
|
|
2018
Q3 | $133K | Buy |
2,734
+162
| +6% | +$7.88K | 0.08% | 111 |
|
|
2018
Q2 | $130K | Sell |
2,572
-120
| -4% | -$6.07K | 0.08% | 116 |
|
|
2018
Q1 | $149K | Buy |
2,692
+220
| +9% | +$12.2K | 0.09% | 110 |
|
|
2017
Q4 | $123K | Buy |
+2,472
| New | +$123K | 0.07% | 104 |
|