Stevens First Principles Investment Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-1,745
| Closed | -$66K | – | 179 |
|
|
2015
Q4 | $66K | Buy |
1,745
+415
| +31% | +$15.7K | 0.06% | 96 |
|
|
2015
Q3 | $47K | Buy |
1,330
+445
| +50% | +$15.7K | 0.04% | 120 |
|
|
2015
Q2 | $36K | Hold |
885
| – | – | 0.02% | 150 |
|
|
2015
Q1 | $35K | Hold |
885
| – | – | 0.02% | 141 |
|
|
2014
Q4 | $34K | Hold |
885
| – | – | 0.02% | 140 |
|
|
2014
Q3 | $33K | Hold |
885
| – | – | 0.02% | 162 |
|
|
2014
Q2 | $35K | Hold |
885
| – | – | 0.02% | 159 |
|
|
2014
Q1 | $36K | Buy |
+885
| New | +$36K | 0.02% | 146 |
|