Whalerock Point Partners’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
-4,737
Closed -$230K 110
2018
Q3
$230K Hold
4,737
0.17% 107
2018
Q2
$239K Sell
4,737
-9,752
-67% -$492K 0.19% 107
2018
Q1
$754K Buy
+14,489
New +$754K 0.24% 77