Tilia Fiduciary Partners’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-90
| Closed | -$2.73K | – | 449 |
|
|
2023
Q2 | $2.73K | Sell |
90
-85
| -49% | -$2.58K | ﹤0.01% | 477 |
|
|
2023
Q1 | $5.97K | Buy |
175
+1
| +0.6% | +$34 | 0.01% | 406 |
|
|
2022
Q4 | $7.49K | Hold |
174
| – | – | 0.01% | 379 |
|
|
2022
Q3 | $7K | Hold |
174
| – | – | 0.01% | 401 |
|
|
2022
Q2 | $8K | Sell |
174
-64
| -27% | -$2.94K | 0.01% | 402 |
|
|
2022
Q1 | $13K | Hold |
238
| – | – | 0.01% | 381 |
|
|
2021
Q4 | $14K | Buy |
+238
| New | +$14K | 0.01% | 386 |
|