Advisory Services Network’s TFS Financial TFSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,168
| Closed | -$46.5K | – | 3459 |
|
|
2023
Q4 | $46.5K | Buy |
+3,168
| New | +$46.5K | ﹤0.01% | 2053 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 2993 |
|
|
2020
Q4 | – | Sell |
-31
| Closed | – | – | 3717 |
|
|
2020
Q3 | $0 | Buy |
+31
| New | – | ﹤0.01% | 3649 |
|
|
2020
Q2 | – | Sell |
-338
| Closed | -$5K | – | 2596 |
|
|
2020
Q1 | $5K | Sell |
338
-711
| -68% | -$10.5K | ﹤0.01% | 2495 |
|
|
2019
Q4 | $21K | Buy |
1,049
+29
| +3% | +$581 | ﹤0.01% | 1998 |
|
|
2019
Q3 | $18K | Hold |
1,020
| – | – | ﹤0.01% | 1889 |
|
|
2019
Q2 | $18K | Sell |
1,020
-13,158
| -93% | -$232K | ﹤0.01% | 1887 |
|
|
2019
Q1 | $234K | Hold |
14,178
| – | – | 0.02% | 742 |
|
|
2018
Q4 | $229K | Buy |
+14,178
| New | +$229K | 0.02% | 665 |
|
|
2018
Q3 | – | Sell |
-955
| Closed | -$16K | – | 2628 |
|
|
2018
Q2 | $16K | Hold |
955
| – | – | ﹤0.01% | 1634 |
|
|
2018
Q1 | $14K | Buy |
955
+156
| +20% | +$2.29K | ﹤0.01% | 1777 |
|
|
2017
Q4 | $12K | Hold |
799
| – | – | ﹤0.01% | 1779 |
|
|
2017
Q3 | $13K | Buy |
799
+475
| +147% | +$7.73K | ﹤0.01% | 1531 |
|
|
2017
Q2 | $5K | Hold |
324
| – | – | ﹤0.01% | 1834 |
|
|
2017
Q1 | $5K | Buy |
+324
| New | +$5K | ﹤0.01% | 1729 |
|
|
2016
Q3 | $6K | Hold |
324
| – | – | ﹤0.01% | 1476 |
|
|
2016
Q2 | $6K | Hold |
324
| – | – | ﹤0.01% | 1366 |
|
|
2016
Q1 | $6K | Hold |
324
| – | – | ﹤0.01% | 1226 |
|
|
2015
Q4 | $6K | Hold |
324
| – | – | ﹤0.01% | 1083 |
|
|
2015
Q3 | $6K | Hold |
324
| – | – | ﹤0.01% | 1083 |
|
|
2015
Q2 | $5K | Buy |
324
+24
| +8% | +$370 | ﹤0.01% | 1090 |
|
|
2015
Q1 | $4K | Hold |
300
| – | – | ﹤0.01% | 1072 |
|
|
2014
Q4 | $4K | Buy |
+300
| New | +$4K | ﹤0.01% | 974 |
|