WOC
West Oak Capital’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-10,583
| Closed | -$326K | – | 332 |
|
|
2020
Q1 | $326K | Sell |
10,583
-1,034
| -9% | -$31.9K | 0.22% | 83 |
|
|
2019
Q4 | $654K | Buy |
+11,617
| New | +$654K | 0.37% | 71 |
|
|
2019
Q2 | – | Sell |
-87
| Closed | -$4K | – | 326 |
|
|
2019
Q1 | $4K | Hold |
87
| – | – | ﹤0.01% | 278 |
|
|
2018
Q4 | $3.77K | Hold |
87
| – | – | ﹤0.01% | 287 |
|
|
2018
Q3 | $4.22K | Buy |
+87
| New | +$4.22K | ﹤0.01% | 310 |
|