TWMP
Taylor Wealth Management Partners’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-129,081
| Closed | -$7.32M | – | 62 |
|
|
2022
Q1 | $7.32M | Sell |
129,081
-5,864
| -4% | -$332K | 2.96% | 10 |
|
|
2021
Q4 | $7.9M | Sell |
134,945
-1,427
| -1% | -$83.6K | 2.78% | 12 |
|
|
2021
Q3 | $8M | Sell |
136,372
-2,062
| -1% | -$121K | 2.85% | 9 |
|
|
2021
Q2 | $7.68M | Sell |
138,434
-3,232
| -2% | -$179K | 2.71% | 12 |
|
|
2021
Q1 | $8.26M | Buy |
141,666
+92,705
| +189% | +$5.41M | 3.01% | 9 |
|
|
2020
Q4 | $2.35M | Sell |
48,961
-6,341
| -11% | -$304K | 0.9% | 39 |
|
|
2020
Q3 | $2.1M | Buy |
55,302
+173
| +0.3% | +$6.58K | 0.96% | 37 |
|
|
2020
Q2 | $2.07M | Sell |
55,129
-11,270
| -17% | -$423K | 1.05% | 34 |
|
|
2020
Q1 | $2.05M | Buy |
+66,399
| New | +$2.05M | 1.26% | 29 |
|
|
2019
Q2 | – | Sell |
-55,230
| Closed | -$2.57M | – | 51 |
|
|
2019
Q1 | $2.57M | Sell |
55,230
-3,700
| -6% | -$172K | 1.28% | 25 |
|
|
2018
Q4 | $2.55M | Sell |
58,930
-22,135
| -27% | -$959K | 1.47% | 23 |
|
|
2018
Q3 | $3.94M | Sell |
81,065
-700
| -0.9% | -$34K | 1.67% | 23 |
|
|
2018
Q2 | $4.12M | Sell |
81,765
-1,280
| -2% | -$64.6K | 1.83% | 22 |
|
|
2018
Q1 | $4.32M | Buy |
+83,045
| New | +$4.32M | 2.08% | 22 |
|