Bridgewater Associates’s TFS Financial TFSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-122,201
| Closed | -$1.76M | – | 889 |
|
|
2022
Q4 | $1.76M | Buy |
122,201
+53,105
| +77% | +$765K | 0.01% | 552 |
|
|
2022
Q3 | $898K | Buy |
69,096
+46,570
| +207% | +$605K | ﹤0.01% | 712 |
|
|
2022
Q2 | $309K | Sell |
22,526
-6,997
| -24% | -$96K | ﹤0.01% | 939 |
|
|
2022
Q1 | $490K | Sell |
29,523
-57,900
| -66% | -$961K | ﹤0.01% | 890 |
|
|
2021
Q4 | $1.56M | Sell |
87,423
-22,838
| -21% | -$408K | 0.01% | 499 |
|
|
2021
Q3 | $2.1M | Buy |
110,261
+14,983
| +16% | +$286K | 0.01% | 434 |
|
|
2021
Q2 | $1.93M | Sell |
95,278
-11,691
| -11% | -$237K | 0.01% | 495 |
|
|
2021
Q1 | $2.18M | Buy |
106,969
+89,128
| +500% | +$1.82M | 0.02% | 272 |
|
|
2020
Q4 | $315K | Buy |
+17,841
| New | +$315K | ﹤0.01% | 497 |
|
|
2020
Q1 | – | Sell |
-57,875
| Closed | -$1.14M | – | 584 |
|
|
2019
Q4 | $1.14M | Buy |
+57,875
| New | +$1.14M | 0.01% | 302 |
|