Baystate Wealth Management’s TFS Financial TFSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-12
| Closed | – | – | 980 |
|
|
2021
Q3 | $0 | Hold |
12
| – | – | ﹤0.01% | 909 |
|
|
2021
Q2 | $0 | Hold |
12
| – | – | ﹤0.01% | 861 |
|
|
2021
Q1 | $0 | Buy |
12
+1
| +9% | – | ﹤0.01% | 827 |
|
|
2020
Q4 | $0 | Sell |
11
-1
| -8% | – | ﹤0.01% | 759 |
|
|
2020
Q3 | $0 | Buy |
12
+1
| +9% | – | ﹤0.01% | 736 |
|
|
2020
Q2 | $0 | Hold |
11
| – | – | ﹤0.01% | 741 |
|
|
2020
Q1 | $0 | Hold |
11
| – | – | ﹤0.01% | 682 |
|
|
2019
Q4 | $0 | Hold |
11
| – | – | ﹤0.01% | 659 |
|
|
2019
Q3 | $0 | Buy |
11
+1
| +10% | – | ﹤0.01% | 632 |
|
|
2019
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 606 |
|
|
2019
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 621 |
|
|
2018
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 632 |
|
|
2018
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 642 |
|
|
2018
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 653 |
|
|
2018
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 620 |
|
|
2017
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 613 |
|
|
2017
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 591 |
|
|
2017
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 625 |
|
|
2017
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 589 |
|