TrueWealth LLC’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$397K Sell
2020
Q1
$340K Sell
2019
Q4
$785K Buy
2019
Q3
$28K Hold
2019
Q2
$26K Sell
2019
Q1
$32K Buy
2018
Q4
$23K Sell
2018
Q3
$26K Hold
2018
Q2
$27K Hold
2018
Q1
$28K Sell
2017
Q4
$248K Buy