WAM
Worth Asset Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,283
| Closed | -$69.3K | – | 392 |
|
|
2023
Q2 | $69.3K | Buy |
2,283
+3
| +0.1% | +$91 | 0.05% | 164 |
|
|
2023
Q1 | $77.7K | Sell |
2,280
-2,423
| -52% | -$82.6K | 0.06% | 147 |
|
|
2022
Q4 | $202K | Buy |
4,703
+3
| +0.1% | +$129 | 0.14% | 75 |
|
|
2022
Q3 | $205K | Sell |
4,700
-215
| -4% | -$9.38K | 0.15% | 54 |
|
|
2022
Q2 | $233K | Buy |
4,915
+2
| +0% | +$95 | 0.16% | 66 |
|
|
2022
Q1 | $228K | Buy |
+4,913
| New | +$228K | 0.15% | 69 |
|