TWA
TCI Wealth Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,285
| Closed | -$77.9K | – | 2032 |
|
|
2023
Q1 | $77.9K | Buy |
2,285
+971
| +74% | +$33.1K | 0.01% | 323 |
|
|
2022
Q4 | $56.5K | Sell |
1,314
-283
| -18% | -$12.2K | 0.01% | 375 |
|
|
2022
Q3 | $70K | Sell |
1,597
-197
| -11% | -$8.64K | 0.01% | 306 |
|
|
2022
Q2 | $85K | Sell |
1,794
-27
| -1% | -$1.28K | 0.01% | 269 |
|
|
2022
Q1 | $103K | Hold |
1,821
| – | – | 0.02% | 260 |
|
|
2021
Q4 | $107K | Sell |
1,821
-52
| -3% | -$3.06K | 0.02% | 254 |
|
|
2021
Q3 | $110K | Buy |
1,873
+171
| +10% | +$10K | 0.02% | 252 |
|
|
2021
Q2 | $94K | Buy |
1,702
+137
| +9% | +$7.57K | 0.02% | 273 |
|
|
2021
Q1 | $91K | Buy |
1,565
+426
| +37% | +$24.8K | 0.04% | 240 |
|
|
2020
Q4 | $55K | Buy |
1,139
+209
| +22% | +$10.1K | 0.02% | 297 |
|
|
2020
Q3 | $35K | Sell |
930
-28
| -3% | -$1.05K | 0.01% | 348 |
|
|
2020
Q2 | $36K | Buy |
958
+17
| +2% | +$639 | 0.02% | 347 |
|
|
2020
Q1 | $29K | Sell |
941
-86
| -8% | -$2.65K | 0.01% | 391 |
|
|
2019
Q4 | $58K | Buy |
1,027
+945
| +1,152% | +$53.4K | 0.02% | 345 |
|
|
2019
Q3 | $4K | Hold |
82
| – | – | ﹤0.01% | 888 |
|
|
2019
Q2 | $4K | Sell |
82
-370
| -82% | -$18K | ﹤0.01% | 837 |
|
|
2019
Q1 | $21K | Sell |
452
-146
| -24% | -$6.78K | 0.01% | 487 |
|
|
2018
Q4 | $26K | Sell |
598
-2
| -0.3% | -$87 | 0.01% | 426 |
|
|
2018
Q3 | $29K | Buy |
600
+317
| +112% | +$15.3K | 0.01% | 416 |
|
|
2018
Q2 | $14K | Buy |
283
+76
| +37% | +$3.76K | 0.01% | 581 |
|
|
2018
Q1 | $11K | Hold |
207
| – | – | 0.01% | 602 |
|
|
2017
Q4 | $10K | Hold |
207
| – | – | ﹤0.01% | 639 |
|
|
2017
Q3 | $10K | Sell |
207
-14
| -6% | -$676 | ﹤0.01% | 604 |
|
|
2017
Q2 | $10K | Sell |
221
-333
| -60% | -$15.1K | 0.01% | 599 |
|
|
2017
Q1 | $25K | Buy |
554
+469
| +552% | +$21.2K | 0.01% | 413 |
|
|
2016
Q4 | $4K | Hold |
85
| – | – | ﹤0.01% | 851 |
|
|
2016
Q3 | $3K | Hold |
85
| – | – | ﹤0.01% | 894 |
|
|
2016
Q2 | $3K | Hold |
85
| – | – | ﹤0.01% | 860 |
|
|
2016
Q1 | $3K | Sell |
85
-349
| -80% | -$12.3K | ﹤0.01% | 866 |
|
|
2015
Q4 | $16K | Buy |
+434
| New | +$16K | 0.01% | 478 |
|