WP
WMS Partners’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,456
| Closed | -$203K | – | 255 |
|
|
2021
Q3 | $203K | Buy |
+3,456
| New | +$203K | 0.03% | 260 |
|
|
2021
Q2 | – | Sell |
-3,456
| Closed | -$202K | – | 266 |
|
|
2021
Q1 | $202K | Buy |
+3,456
| New | +$202K | 0.05% | 214 |
|
|
2020
Q1 | – | Sell |
-5,857
| Closed | -$330K | – | 215 |
|
|
2019
Q4 | $330K | Buy |
5,857
+2,069
| +55% | +$117K | 0.07% | 164 |
|
|
2019
Q3 | $202K | Buy |
+3,788
| New | +$202K | 0.05% | 214 |
|
|
2017
Q4 | – | Sell |
-4,478
| Closed | -$210K | – | 236 |
|
|
2017
Q3 | $210K | Sell |
4,478
-49
| -1% | -$2.3K | 0.03% | 199 |
|
|
2017
Q2 | $206K | Buy |
4,527
+36
| +0.8% | +$1.64K | 0.03% | 201 |
|
|
2017
Q1 | $201K | Buy |
+4,491
| New | +$201K | 0.03% | 190 |
|