WEC
Winslow Evans & Crocker’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $169K | Buy |
3,530
+167
| +5% | +$8K | 0.03% | 356 |
|
|
2020
Q3 | $128K | Sell |
3,363
-128
| -4% | -$4.87K | 0.03% | 325 |
|
|
2020
Q2 | $131K | Buy |
3,491
+1,109
| +47% | +$41.6K | 0.04% | 314 |
|
|
2020
Q1 | $74K | Buy |
2,382
+480
| +25% | +$14.9K | 0.02% | 372 |
|
|
2019
Q4 | $108K | Buy |
+1,902
| New | +$108K | 0.03% | 384 |
|
|
2019
Q2 | – | Sell |
-52
| Closed | -$4K | – | 1331 |
|
|
2019
Q1 | $4K | Sell |
52
-224
| -81% | -$17.2K | ﹤0.01% | 1054 |
|
|
2018
Q4 | $12K | Buy |
276
+234
| +557% | +$10.2K | ﹤0.01% | 744 |
|
|
2018
Q3 | $4K | Hold |
42
| – | – | ﹤0.01% | 976 |
|
|
2018
Q2 | $4K | Hold |
42
| – | – | ﹤0.01% | 988 |
|
|
2018
Q1 | $2.19K | Hold |
42
| – | – | ﹤0.01% | 1015 |
|
|
2017
Q4 | $2.09K | Hold |
42
| – | – | ﹤0.01% | 1029 |
|
|
2017
Q3 | $1.97K | Hold |
42
| – | – | ﹤0.01% | 1028 |
|
|
2017
Q2 | $1.91K | Sell |
42
-1,600
| -97% | -$72.6K | ﹤0.01% | 1184 |
|
|
2017
Q1 | $73.4K | Hold |
1,642
| – | – | 0.02% | 463 |
|
|
2016
Q4 | $77.2K | Buy |
1,642
+1,600
| +3,810% | +$75.2K | 0.02% | 445 |
|
|
2016
Q3 | $1.59K | Hold |
42
| – | – | ﹤0.01% | 1206 |
|
|
2016
Q2 | $1.5K | Hold |
42
| – | – | ﹤0.01% | 1193 |
|
|
2016
Q1 | $1.4K | Hold |
42
| – | – | ﹤0.01% | 1197 |
|
|
2015
Q4 | $1.59K | Hold |
42
| – | – | ﹤0.01% | 1262 |
|
|
2015
Q3 | $1.5K | Hold |
42
| – | – | ﹤0.01% | 1207 |
|
|
2015
Q2 | $1.69K | Hold |
42
| – | – | ﹤0.01% | 1220 |
|
|
2015
Q1 | $1.64K | Hold |
42
| – | – | ﹤0.01% | 1186 |
|
|
2014
Q4 | $1.63K | Hold |
42
| – | – | ﹤0.01% | 1214 |
|
|
2014
Q3 | $1.56K | Hold |
42
| – | – | ﹤0.01% | 1303 |
|
|
2014
Q2 | $1.66K | Hold |
42
| – | – | ﹤0.01% | 1211 |
|
|
2014
Q1 | $1.69K | Hold |
42
| – | – | ﹤0.01% | 1187 |
|
|
2013
Q4 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 1306 |
|