Carson Wealth (CWM LLC)’s TFS Financial TFSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35K | Buy |
2,734
+341
| +14% | +$4.37K | ﹤0.01% | 3535 |
|
|
2025
Q1 | $30K | Sell |
2,393
-1,871
| -44% | -$23.5K | ﹤0.01% | 3392 |
|
|
2024
Q4 | $54K | Buy |
4,264
+186
| +5% | +$2.36K | ﹤0.01% | 2744 |
|
|
2024
Q3 | $52K | Buy |
4,078
+106
| +3% | +$1.35K | ﹤0.01% | 2664 |
|
|
2024
Q2 | $50K | Buy |
3,972
+359
| +10% | +$4.52K | ﹤0.01% | 2480 |
|
|
2024
Q1 | $45K | Buy |
3,613
+98
| +3% | +$1.22K | ﹤0.01% | 2365 |
|
|
2023
Q4 | $52K | Sell |
3,515
-689
| -16% | -$10.2K | ﹤0.01% | 2158 |
|
|
2023
Q3 | $50K | Buy |
4,204
+201
| +5% | +$2.39K | ﹤0.01% | 2066 |
|
|
2023
Q2 | $50K | Sell |
4,003
-1,448
| -27% | -$18.1K | ﹤0.01% | 1989 |
|
|
2023
Q1 | $69K | Buy |
5,451
+451
| +9% | +$5.71K | ﹤0.01% | 1693 |
|
|
2022
Q4 | $72K | Buy |
5,000
+2,755
| +123% | +$39.7K | ﹤0.01% | 1527 |
|
|
2022
Q3 | $29K | Buy |
2,245
+80
| +4% | +$1.03K | ﹤0.01% | 1989 |
|
|
2022
Q2 | $30K | Sell |
2,165
-110
| -5% | -$1.52K | ﹤0.01% | 1892 |
|
|
2022
Q1 | $38K | Buy |
2,275
+182
| +9% | +$3.04K | ﹤0.01% | 1736 |
|
|
2021
Q4 | $37K | Buy |
+2,093
| New | +$37K | ﹤0.01% | 1700 |
|
|
2021
Q2 | $38K | Hold |
1,857
| – | – | ﹤0.01% | 1523 |
|
|
2021
Q1 | $38K | Hold |
1,857
| – | – | ﹤0.01% | 1523 |
|
|
2020
Q4 | $38K | Hold |
1,857
| – | – | ﹤0.01% | 1523 |
|
|
2020
Q3 | $38K | Hold |
1,857
| – | – | ﹤0.01% | 1523 |
|
|
2020
Q2 | $38K | Hold |
1,857
| – | – | ﹤0.01% | 1523 |
|
|
2020
Q1 | $38K | Hold |
1,857
| – | – | ﹤0.01% | 1523 |
|
|
2019
Q4 | $38K | Hold |
1,857
| – | – | ﹤0.01% | 1523 |
|
|
2019
Q3 | $38K | Hold |
1,857
| – | – | ﹤0.01% | 1523 |
|
|
2019
Q2 | $38K | Hold |
1,857
| – | – | ﹤0.01% | 1523 |
|
|
2019
Q1 | $38K | Buy |
+1,857
| New | +$38K | ﹤0.01% | 1523 |
|
|
2018
Q4 | – | Sell |
-112
| Closed | -$2K | – | 2231 |
|
|
2018
Q3 | $2K | Buy |
+112
| New | +$2K | ﹤0.01% | 1565 |
|