TRUE Private Wealth Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,161
| Closed | -$55K | – | 649 |
|
|
2020
Q4 | $55K | Sell |
1,161
-39
| -3% | -$1.85K | 0.01% | 344 |
|
|
2020
Q3 | $45K | Hold |
1,200
| – | – | 0.01% | 338 |
|
|
2020
Q2 | $45K | Sell |
1,200
-3,320
| -73% | -$125K | 0.01% | 325 |
|
|
2020
Q1 | $139K | Sell |
4,520
-4,075
| -47% | -$125K | 0.03% | 166 |
|
|
2019
Q4 | $484K | Buy |
+8,595
| New | +$484K | 0.07% | 136 |
|
|
2019
Q3 | – | Sell |
-1,047
| Closed | -$51K | – | 660 |
|
|
2019
Q2 | $51K | Sell |
1,047
-5,147
| -83% | -$251K | 0.01% | 344 |
|
|
2019
Q1 | $288K | Buy |
6,194
+721
| +13% | +$33.5K | 0.05% | 158 |
|
|
2018
Q4 | $237K | Buy |
5,473
+411
| +8% | +$17.8K | 0.04% | 205 |
|
|
2018
Q3 | $246K | Sell |
5,062
-31
| -0.6% | -$1.51K | 0.03% | 240 |
|
|
2018
Q2 | $256K | Buy |
+5,093
| New | +$256K | 0.04% | 233 |
|