Waddell & Reed Financial’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-8,363
| Closed | -$406K | – | 546 |
|
|
2018
Q3 | $406K | Buy |
+8,363
| New | +$406K | ﹤0.01% | 535 |
|
|
2017
Q4 | – | Sell |
-7,532
| Closed | -$354K | – | 549 |
|
|
2017
Q3 | $354K | Sell |
7,532
-500
| -6% | -$23.5K | ﹤0.01% | 511 |
|
|
2017
Q2 | $365K | Buy |
8,032
+1,788
| +29% | +$81.3K | ﹤0.01% | 526 |
|
|
2017
Q1 | $279K | Buy |
+6,244
| New | +$279K | ﹤0.01% | 531 |
|