Wealthstreet Investment Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | +$12.1K | 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% | -$1.7K | 0.07% | 199 |
|
|
2019
Q4 | $878K | Buy |
15,597
+5,115
| +49% | +$288K | 0.1% | 161 |
|
|
2019
Q3 | $569K | Hold |
10,482
| – | – | 0.07% | 204 |
|
|
2019
Q2 | $515K | Sell |
10,482
-1,908
| -15% | -$93.7K | 0.07% | 221 |
|
|
2019
Q1 | $577K | Hold |
12,390
| – | – | 0.08% | 201 |
|
|
2018
Q4 | $610K | Sell |
12,390
-5,500
| -31% | -$271K | 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 | +$889K | 0.11% | 168 |
|