WESPAC Advisors SoCal’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-80,313
| Closed | -$3.46M | – | 92 |
|
|
2022
Q4 | $3.46M | Buy |
+80,313
| New | +$3.46M | 1.29% | 31 |
|
|
2019
Q2 | – | Sell |
-250
| Closed | -$11K | – | 276 |
|
|
2019
Q1 | $11K | Hold |
250
| – | – | 0.01% | 222 |
|
|
2018
Q4 | $10K | Buy |
250
+150
| +150% | +$6K | 0.01% | 241 |
|
|
2018
Q3 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 272 |
|
|
2018
Q2 | – | Sell |
-100
| Closed | -$5K | – | 235 |
|
|
2018
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 226 |
|
|
2017
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 218 |
|
|
2017
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 233 |
|
|
2017
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 217 |
|
|
2017
Q1 | $4.47K | Buy |
+100
| New | +$4.47K | ﹤0.01% | 216 |
|