TrueWealth LLC’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $397K | Sell |
10,572
-454
| -4% | -$17K | 0.17% | 81 |
|
|
2020
Q1 | $340K | Sell |
11,026
-2,913
| -21% | -$89.8K | 0.17% | 85 |
|
|
2019
Q4 | $785K | Buy |
13,939
+13,418
| +2,575% | +$756K | 0.32% | 46 |
|
|
2019
Q3 | $28K | Hold |
521
| – | – | 0.01% | 330 |
|
|
2019
Q2 | $26K | Sell |
521
-159
| -23% | -$7.94K | 0.01% | 342 |
|
|
2019
Q1 | $32K | Buy |
680
+159
| +31% | +$7.48K | 0.01% | 316 |
|
|
2018
Q4 | $23K | Sell |
521
-20
| -4% | -$883 | 0.01% | 343 |
|
|
2018
Q3 | $26K | Hold |
541
| – | – | 0.01% | 355 |
|
|
2018
Q2 | $27K | Hold |
541
| – | – | 0.01% | 343 |
|
|
2018
Q1 | $28K | Sell |
541
-4,456
| -89% | -$231K | 0.01% | 320 |
|
|
2017
Q4 | $248K | Buy |
+4,997
| New | +$248K | 0.12% | 112 |
|