WealthPlan Investment Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-92
| Closed | -$2.79K | – | 336 |
|
|
2023
Q2 | $2.79K | Hold |
92
| – | – | ﹤0.01% | 313 |
|
|
2023
Q1 | $3.14K | Sell |
92
-16,585
| -99% | -$566K | ﹤0.01% | 382 |
|
|
2022
Q4 | $819K | Sell |
16,677
-4,579
| -22% | -$225K | 0.06% | 191 |
|
|
2022
Q3 | $889K | Buy |
+21,256
| New | +$889K | 0.06% | 174 |
|
|
2022
Q1 | $1.2M | Buy |
+24,920
| New | +$1.2M | 0.08% | 157 |
|