WealthTrust Fairport’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-125
| Closed | -$6K | – | 516 |
|
|
2018
Q3 | $6K | Sell |
125
-800
| -86% | -$38.4K | ﹤0.01% | 429 |
|
|
2018
Q2 | $47K | Sell |
925
-300
| -24% | -$15.2K | ﹤0.01% | 254 |
|
|
2018
Q1 | $64K | Buy |
+1,225
| New | +$64K | 0.01% | 212 |
|
|
2015
Q1 | – | Sell |
-250
| Closed | -$10K | – | 353 |
|
|
2014
Q4 | $10K | Buy |
+250
| New | +$10K | ﹤0.01% | 338 |
|
|
2014
Q3 | – | Sell |
-50
| Closed | -$2K | – | 403 |
|
|
2014
Q2 | $2K | Sell |
50
-1,024
| -95% | -$41K | ﹤0.01% | 309 |
|
|
2014
Q1 | $43K | Buy |
+1,074
| New | +$43K | 0.01% | 157 |
|