Brookstone Capital Management’s TFS Financial TFSL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-11,225
| Closed | -$221K | – | 421 |
|
2019
Q4 | $221K | Sell |
11,225
-1,635
| -13% | -$32.2K | 0.01% | 377 |
|
2019
Q3 | $232K | Sell |
12,860
-12,453
| -49% | -$225K | 0.01% | 384 |
|
2019
Q2 | $457K | Sell |
25,313
-4,794
| -16% | -$86.6K | 0.03% | 285 |
|
2019
Q1 | $496K | Buy |
+30,107
| New | +$496K | 0.03% | 232 |
|
2018
Q4 | – | Sell |
-33,482
| Closed | -$503K | – | 390 |
|
2018
Q3 | $503K | Buy |
33,482
+1,080
| +3% | +$16.2K | 0.04% | 273 |
|
2018
Q2 | $511K | Buy |
+32,402
| New | +$511K | 0.04% | 220 |
|