Wisconsin Capital Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $317K | Sell |
8,150
-100
| -1% | -$3.89K | 0.11% | 107 |
|
|
2014
Q3 | $307K | Hold |
8,250
| – | – | 0.11% | 101 |
|
|
2014
Q2 | $325K | Sell |
8,250
-175
| -2% | -$6.89K | 0.12% | 98 |
|
|
2014
Q1 | $338K | Hold |
8,425
| – | – | 0.13% | 93 |
|
|
2013
Q4 | $314K | Hold |
8,425
| – | – | 0.12% | 87 |
|
|
2013
Q3 | $284K | Hold |
8,425
| – | – | 0.12% | 89 |
|
|
2013
Q2 | $285K | Buy |
+8,425
| New | +$285K | 0.12% | 84 |
|