Whitnell & Co’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,980
| Closed | -$89K | – | 254 |
|
|
2017
Q1 | $89K | Hold |
1,980
| – | – | 0.04% | 153 |
|
|
2016
Q4 | $93K | Hold |
1,980
| – | – | 0.04% | 149 |
|
|
2016
Q3 | $75K | Hold |
1,980
| – | – | 0.03% | 164 |
|
|
2016
Q2 | $71K | Buy |
1,980
+810
| +69% | +$29K | 0.02% | 172 |
|
|
2016
Q1 | $39K | Buy |
1,170
+430
| +58% | +$14.3K | 0.01% | 194 |
|
|
2015
Q4 | $28K | Buy |
+740
| New | +$28K | 0.01% | 205 |
|