Windsor Creek Advisors’s Truist Financial TFC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-5,000
Closed -$240K 186
2020
Q4
$240K Sell
5,000
-638
-11% -$30.6K 0.06% 136
2020
Q3
$215K Buy
+5,638
New +$215K 0.06% 121