SWM
SVA Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-11,894
| Closed | -$670K | – | 210 |
|
|
2019
Q4 | $670K | Buy |
11,894
+893
| +8% | +$50.3K | 0.06% | 136 |
|
|
2019
Q3 | $587K | Sell |
11,001
-744
| -6% | -$39.7K | 0.06% | 138 |
|
|
2019
Q2 | $577K | Sell |
11,745
-2,712
| -19% | -$133K | 0.06% | 142 |
|
|
2019
Q1 | $673K | Sell |
14,457
-555
| -4% | -$25.8K | 0.07% | 139 |
|
|
2018
Q4 | $650K | Sell |
15,012
-813
| -5% | -$35.2K | 0.07% | 133 |
|
|
2018
Q3 | $768K | Sell |
15,825
-170
| -1% | -$8.25K | 0.08% | 130 |
|
|
2018
Q2 | $807K | Sell |
15,995
-888
| -5% | -$44.8K | 0.09% | 127 |
|
|
2018
Q1 | $793K | Buy |
16,883
+631
| +4% | +$29.6K | 0.1% | 124 |
|
|
2017
Q4 | $808K | Sell |
16,252
-631
| -4% | -$31.4K | 0.09% | 125 |
|
|
2017
Q3 | $793K | Sell |
16,883
-242
| -1% | -$11.4K | 0.1% | 124 |
|
|
2017
Q2 | $778K | Sell |
17,125
-63
| -0.4% | -$2.86K | 0.1% | 123 |
|
|
2017
Q1 | $768K | Sell |
17,188
-14,720
| -46% | -$658K | 0.1% | 121 |
|
|
2016
Q4 | $1.5M | Sell |
31,908
-10,337
| -24% | -$486K | 0.22% | 96 |
|
|
2016
Q3 | $1.59M | Sell |
42,245
-1,200
| -3% | -$45.3K | 0.25% | 90 |
|
|
2016
Q2 | $1.55M | Buy |
43,445
+200
| +0.5% | +$7.12K | 0.25% | 92 |
|
|
2016
Q1 | $1.44M | Sell |
43,245
-8,930
| -17% | -$297K | 0.24% | 95 |
|
|
2015
Q4 | $1.97M | Buy |
52,175
+10,697
| +26% | +$405K | 0.34% | 83 |
|
|
2015
Q3 | $1.48M | Buy |
41,478
+3,440
| +9% | +$122K | 0.28% | 95 |
|
|
2015
Q2 | $1.53M | Buy |
38,038
+728
| +2% | +$29.3K | 0.28% | 94 |
|
|
2015
Q1 | $1.46M | Buy |
37,310
+11,953
| +47% | +$466K | 0.27% | 96 |
|
|
2014
Q4 | $986K | Buy |
25,357
+3,753
| +17% | +$146K | 0.36% | 71 |
|
|
2014
Q3 | $804K | Buy |
21,604
+1,795
| +9% | +$66.8K | 0.34% | 70 |
|
|
2014
Q2 | $781K | Buy |
19,809
+890
| +5% | +$35.1K | 0.33% | 71 |
|
|
2014
Q1 | $760K | Buy |
18,919
+1,572
| +9% | +$63.1K | 0.36% | 65 |
|
|
2013
Q4 | $647K | Buy |
+17,347
| New | +$647K | 0.39% | 66 |
|