WKWM
Walter & Keenan Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,055
| Closed | -$228K | – | 181 |
|
|
2019
Q4 | $228K | Buy |
4,055
+175
| +5% | +$9.84K | 0.09% | 143 |
|
|
2019
Q3 | $207K | Buy |
+3,880
| New | +$207K | 0.08% | 148 |
|
|
2018
Q4 | – | Sell |
-4,460
| Closed | -$216 | – | 167 |
|
|
2018
Q3 | $216 | Buy |
4,460
+265
| +6% | +$13 | 0.06% | 154 |
|
|
2018
Q2 | $212K | Hold |
4,195
| – | – | 0.09% | 159 |
|
|
2018
Q1 | $218K | Hold |
4,195
| – | – | 0.09% | 162 |
|
|
2017
Q4 | $209K | Buy |
+4,195
| New | +$209K | 0.09% | 167 |
|