Caldwell Trust’s TFS Financial TFSL Stock Holding History

Caldwell Trust’s Portfolio TFSL Stock Details TFSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-500
2022 Q4	$7.21K	Hold	500
2022 Q3	$6.5K	Hold	500
2022 Q2	$6.87K	Buy	+500