WWA
WCG Wealth Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,934
| Closed | -$478K | – | 306 |
|
|
2023
Q4 | $478K | Sell |
12,934
-1,074
| -8% | -$39.7K | 0.04% | 255 |
|
|
2023
Q3 | $406K | Buy |
+14,008
| New | +$406K | 0.03% | 252 |
|
|
2023
Q2 | – | Sell |
-33,420
| Closed | -$1.14M | – | 185 |
|
|
2023
Q1 | $1.14M | Buy |
33,420
+855
| +3% | +$29.2K | 0.15% | 103 |
|
|
2022
Q4 | $1.4M | Buy |
32,565
+2,273
| +8% | +$97.8K | 0.19% | 91 |
|
|
2022
Q3 | $1.34M | Sell |
30,292
-810
| -3% | -$35.8K | 0.18% | 104 |
|
|
2022
Q2 | $1.48M | Buy |
+31,102
| New | +$1.48M | 0.2% | 88 |
|