YorkBridge Wealth Partners’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,093
| Closed | -$299K | – | 286 |
|
|
2021
Q3 | $299K | Hold |
5,093
| – | – | 0.08% | 213 |
|
|
2021
Q2 | $283K | Hold |
5,093
| – | – | 0.07% | 217 |
|
|
2021
Q1 | $297K | Hold |
5,093
| – | – | 0.09% | 196 |
|
|
2020
Q4 | $244K | Buy |
+5,093
| New | +$244K | 0.08% | 173 |
|
|
2020
Q1 | – | Sell |
-5,093
| Closed | -$287K | – | 182 |
|
|
2019
Q4 | $287K | Buy |
+5,093
| New | +$287K | 0.13% | 146 |
|
|
2019
Q1 | – | Sell |
-517
| Closed | -$22K | – | 774 |
|
|
2018
Q4 | $22K | Hold |
517
| – | – | 0.01% | 446 |
|
|
2018
Q3 | $25K | Sell |
517
-307
| -37% | -$14.8K | 0.01% | 476 |
|
|
2018
Q2 | $42K | Hold |
824
| – | – | 0.02% | 382 |
|
|
2018
Q1 | $43K | Hold |
824
| – | – | 0.02% | 383 |
|
|
2017
Q4 | $44K | Hold |
824
| – | – | 0.02% | 385 |
|
|
2017
Q3 | $39K | Buy |
824
+307
| +59% | +$14.5K | 0.02% | 405 |
|
|
2017
Q2 | $24K | Hold |
517
| – | – | 0.01% | 467 |
|
|
2017
Q1 | $22K | Hold |
517
| – | – | 0.01% | 489 |
|
|
2016
Q4 | $23K | Buy |
+517
| New | +$23K | 0.01% | 458 |
|