WPA
Winning Points Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,645
| Closed | -$277K | – | 78 |
|
|
2021
Q4 | $277K | Buy |
+5,645
| New | +$277K | 0.2% | 60 |
|
|
2020
Q1 | – | Sell |
-5,610
| Closed | -$316K | – | 75 |
|
|
2019
Q4 | $316K | Sell |
5,610
-35
| -0.6% | -$1.97K | 0.2% | 58 |
|
|
2019
Q3 | $302K | Hold |
5,645
| – | – | 0.22% | 58 |
|
|
2019
Q2 | $277K | Hold |
5,645
| – | – | 0.2% | 60 |
|
|
2019
Q1 | $263K | Hold |
5,645
| – | – | 0.2% | 60 |
|
|
2018
Q4 | $251K | Buy |
5,645
+200
| +4% | +$8.89K | 0.22% | 59 |
|
|
2018
Q3 | $264K | Sell |
5,445
-200
| -4% | -$9.7K | 0.19% | 62 |
|
|
2018
Q2 | $285K | Hold |
5,645
| – | – | 0.23% | 60 |
|
|
2018
Q1 | $291K | Hold |
5,645
| – | – | 0.24% | 60 |
|
|
2017
Q4 | $281K | Hold |
5,645
| – | – | 0.23% | 62 |
|
|
2017
Q3 | $265K | Hold |
5,645
| – | – | 0.23% | 60 |
|
|
2017
Q2 | $260K | Hold |
5,645
| – | – | 0.25% | 60 |
|
|
2017
Q1 | $255K | Buy |
+5,645
| New | +$255K | 0.25% | 59 |
|