Van Hulzen Asset Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-7,603
| Closed | -$378K | – | 233 |
|
|
2017
Q4 | $378K | Sell |
7,603
-1,402
| -16% | -$69.7K | 0.12% | 136 |
|
|
2017
Q3 | $423K | Sell |
9,005
-200
| -2% | -$9.4K | 0.14% | 111 |
|
|
2017
Q2 | $418K | Buy |
9,205
+500
| +6% | +$22.7K | 0.17% | 87 |
|
|
2017
Q1 | $389K | Sell |
8,705
-2,000
| -19% | -$89.4K | 0.18% | 91 |
|
|
2016
Q4 | $503K | Sell |
10,705
-39,295
| -79% | -$1.85M | 0.23% | 81 |
|
|
2016
Q3 | $1.89M | Buy |
+50,000
| New | +$1.89M | 1.02% | 36 |
|