TrueWealth LLC’s SunTrust Banks, Inc. STI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-10,207
| Closed | -$702K | – | 772 |
|
|
2019
Q3 | $702K | Buy |
10,207
+34
| +0.3% | +$2.34K | 0.3% | 52 |
|
|
2019
Q2 | $639K | Buy |
10,173
+33
| +0.3% | +$2.07K | 0.28% | 55 |
|
|
2019
Q1 | $601K | Buy |
10,140
+32
| +0.3% | +$1.9K | 0.28% | 56 |
|
|
2018
Q4 | $510K | Buy |
10,108
+39
| +0.4% | +$1.97K | 0.26% | 60 |
|
|
2018
Q3 | $672K | Buy |
10,069
+30
| +0.3% | +$2K | 0.31% | 47 |
|
|
2018
Q2 | $663K | Buy |
10,039
+233
| +2% | +$15.4K | 0.32% | 45 |
|
|
2018
Q1 | $667K | Sell |
9,806
-332
| -3% | -$22.6K | 0.34% | 43 |
|
|
2017
Q4 | $655K | Buy |
+10,138
| New | +$655K | 0.31% | 52 |
|