Aperio Group’s TFS Financial TFSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $5M | Buy |
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|
2020
Q3 | $3.42M | Buy |
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|
2020
Q2 | $3.08M | Sell |
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|
2020
Q1 | $4.97M | Buy |
|
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|
2019
Q4 | $5.38M | Buy |
|
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|
2019
Q3 | $4.15M | Buy |
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|
2019
Q2 | $3.42M | Buy |
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|
2019
Q1 | $2.75M | Buy |
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|
2018
Q4 | $2.3M | Buy |
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|
2018
Q3 | $1.88M | Buy |
|
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|
2018
Q2 | $1.74M | Sell |
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|
2018
Q1 | $1.67M | Buy |
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|
2017
Q4 | $1M | Buy |
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|
2017
Q3 | $887K | Buy |
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|
2017
Q2 | $528K | Sell |
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|
2017
Q1 | $601K | Sell |
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|
2016
Q4 | $1.86M | Sell |
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|
2016
Q3 | $2.06M | Buy |
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|
2016
Q2 | $1.81M | Buy |
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|
2016
Q1 | $1.45M | Sell |
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|
2015
Q4 | $2.18M | Buy |
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|
2015
Q3 | $1.29M | Buy |
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|
2015
Q2 | $1.01M | Buy |
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|
2015
Q1 | $384K | Buy |
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|
2014
Q4 | $280K | Buy |
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|
2014
Q3 | $190K | Buy |
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|
2014
Q2 | $164K | Buy |
|