SWS
SYSTM Wealth Solutions’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,759
| Closed | -$301K | – | 576 |
|
|
2024
Q2 | $301K | Sell |
7,759
-918
| -11% | -$35.7K | 0.07% | 171 |
|
|
2024
Q1 | $338K | Sell |
8,677
-2,230
| -20% | -$86.9K | 0.04% | 330 |
|
|
2023
Q4 | $403K | Sell |
10,907
-11,779
| -52% | -$435K | 0.06% | 293 |
|
|
2023
Q3 | $649K | Sell |
22,686
-22,389
| -50% | -$641K | 0.1% | 240 |
|
|
2023
Q2 | $1.37M | Sell |
45,075
-1,852
| -4% | -$56.2K | 0.19% | 151 |
|
|
2023
Q1 | $1.6M | Sell |
46,927
-16,867
| -26% | -$575K | 0.25% | 107 |
|
|
2022
Q4 | $2.75M | Buy |
+63,794
| New | +$2.75M | 0.34% | 77 |
|