Wealthstreet Investment Advisors’s Truist Financial TFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-15,795	Closed	-$921K	–	299
2021 Q1	$921K	Hold	15,795	–	–	0.09%	178
2020 Q4	$757K	Buy	15,795 +253	+2%	+$11.5K	0.08%	187
2020 Q3	$591K	Hold	15,542	–	–	0.07%	203
2020 Q2	$584K	Hold	15,542	–	–	0.07%	188
2020 Q1	$479K	Sell	15,542 -55	-0.4%	-$2.6K	0.07%	199
2019 Q4	$878K	Buy	15,597 +5,115	+49%	+$277K	0.1%	161
2019 Q3	$569K	Hold	10,482	–	–	0.07%	204
2019 Q2	$515K	Sell	10,482 -1,908	-15%	-$93.5K	0.07%	221
2019 Q1	$577K	Hold	12,390	–	–	0.08%	201
2018 Q4	$610K	Sell	12,390 -5,500	-31%	-$264K	0.09%	189
2018 Q3	$868K	Hold	17,890	–	–	0.11%	172
2018 Q2	$902K	Hold	17,890	–	–	0.12%	164
2018 Q1	$931K	Hold	17,890	–	–	0.12%	160
2017 Q4	$889K	Buy	+17,890	New	+$864K	0.11%	168