VAM
Visionary Asset Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-76,709
| Closed | -$3.09M | – | 85 |
|
|
2015
Q2 | $3.09M | Sell |
76,709
-6,200
| -7% | -$250K | 1.03% | 16 |
|
|
2015
Q1 | $3.23M | Buy |
82,909
+3,045
| +4% | +$119K | 1.02% | 30 |
|
|
2014
Q4 | $3.11M | Buy |
79,864
+9,292
| +13% | +$361K | 0.98% | 38 |
|
|
2014
Q3 | $2.63M | Buy |
70,572
+17,236
| +32% | +$641K | 0.72% | 56 |
|
|
2014
Q2 | $2.1M | Buy |
53,336
+15,869
| +42% | +$626K | 0.49% | 41 |
|
|
2014
Q1 | $1.41M | Buy |
+37,467
| New | +$1.41M | 0.33% | 50 |
|