Cedar Brook Financial Partners’s TFS Financial TFSL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-72,398	Closed	-$909K	–	360
2024 Q1	$909K	Buy	72,398 +69	+0.1%	+$913	0.18%	135
2023 Q4	$1M	Buy	72,329 +5,158	+8%	+$66.7K	0.22%	112
2023 Q3	$794K	Sell	67,171 -180	-0.3%	-$2.41K	0.21%	116
2023 Q2	$847K	Buy	67,351 +314	+0.5%	+$3.81K	0.2%	118
2023 Q1	$847K	Buy	67,037 +62	+0.1%	+$866	0.22%	115
2022 Q4	$965K	Buy	66,975 +5,908	+10%	+$80.7K	0.27%	103
2022 Q3	$794K	Buy	61,067 +55	+0.1%	+$780	0.26%	101
2022 Q2	$838K	Buy	61,012 +56	+0.1%	+$824	0.26%	96
2022 Q1	$1.01M	Sell	60,956 -147	-0.2%	-$2.53K	0.26%	92
2021 Q4	$1.09M	Buy	61,103 +3,241	+6%	+$61.8K	0.28%	89
2021 Q3	$1.1M	Buy	57,862 +1,289	+2%	+$25.1K	0.33%	78
2021 Q2	$1.15M	Buy	56,573 +35	+0.1%	+$728	0.33%	78
2021 Q1	$1.15M	Buy	56,538 +5,000	+10%	+$97.4K	0.4%	65
2020 Q4	$909K	Buy	51,538 +135	+0.3%	+$2.25K	0.32%	80
2020 Q3	$755K	Buy	51,403 +71	+0.1%	+$1.03K	0.3%	92
2020 Q2	$735K	Buy	51,332 +16	+0%	+$230	0.33%	88
2020 Q1	$784K	Buy	51,316 +3,540	+7%	+$69.3K	0.44%	66
2019 Q4	$940K	Buy	47,776 +33	+0.1%	+$637	0.4%	69
2019 Q3	$860K	Buy	47,743 +49	+0.1%	+$878	0.38%	82
2019 Q2	$862K	Buy	47,694 +36	+0.1%	+$614	0.4%	77
2019 Q1	$785K	Buy	47,658 +34	+0.1%	+$568	0.38%	77
2018 Q4	$768K	Buy	+47,624	New	+$730K	0.47%	66