Berman Capital Advisors’s TFS Financial TFSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $4K | Hold |
235
| – | – | ﹤0.01% | 1513 |
|
|
2021
Q2 | $4K | Buy |
235
+1
| +0.4% | +$17 | ﹤0.01% | 1428 |
|
|
2021
Q1 | $4K | Buy |
234
+1
| +0.4% | +$17 | ﹤0.01% | 1363 |
|
|
2020
Q4 | $4K | Buy |
233
+1
| +0.4% | +$17 | ﹤0.01% | 1243 |
|
|
2020
Q3 | $3K | Sell |
232
-20
| -8% | -$259 | ﹤0.01% | 1219 |
|
|
2020
Q2 | $3K | Buy |
252
+70
| +38% | +$833 | ﹤0.01% | 1183 |
|
|
2020
Q1 | $2K | Hold |
182
| – | – | ﹤0.01% | 1187 |
|
|
2019
Q4 | $3K | Hold |
182
| – | – | ﹤0.01% | 1136 |
|
|
2019
Q3 | $3K | Hold |
182
| – | – | ﹤0.01% | 1108 |
|
|
2019
Q2 | $3K | Hold |
182
| – | – | ﹤0.01% | 1127 |
|
|
2019
Q1 | $2K | Hold |
182
| – | – | ﹤0.01% | 1125 |
|
|
2018
Q4 | $2K | Buy |
+182
| New | +$2K | ﹤0.01% | 903 |
|