CIBC Asset Management’s TFS Financial TFSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-11,070
| Closed | -$144K | – | 1245 |
|
|
2022
Q3 | $144K | Hold |
11,070
| – | – | ﹤0.01% | 1138 |
|
|
2022
Q2 | $152K | Sell |
11,070
-810
| -7% | -$11.1K | ﹤0.01% | 1164 |
|
|
2022
Q1 | $197K | Hold |
11,880
| – | – | ﹤0.01% | 1402 |
|
|
2021
Q4 | $212K | Buy |
11,880
+116
| +1% | +$2.07K | ﹤0.01% | 1367 |
|
|
2021
Q3 | $224K | Buy |
11,764
+425
| +4% | +$8.09K | ﹤0.01% | 1269 |
|
|
2021
Q2 | $230K | Hold |
11,339
| – | – | ﹤0.01% | 1187 |
|
|
2021
Q1 | $231K | Buy |
11,339
+111
| +1% | +$2.26K | ﹤0.01% | 1142 |
|
|
2020
Q4 | $198K | Hold |
11,228
| – | – | ﹤0.01% | 1151 |
|
|
2020
Q3 | $165K | Buy |
11,228
+278
| +3% | +$4.09K | ﹤0.01% | 1025 |
|
|
2020
Q2 | $157K | Hold |
10,950
| – | – | ﹤0.01% | 997 |
|
|
2020
Q1 | $167K | Hold |
10,950
| – | – | ﹤0.01% | 895 |
|
|
2019
Q4 | $215K | Buy |
+10,950
| New | +$215K | ﹤0.01% | 1033 |
|
|
2014
Q4 | – | Sell |
-10,248
| Closed | -$147K | – | 971 |
|
|
2014
Q3 | $147K | Hold |
10,248
| – | – | ﹤0.01% | 927 |
|
|
2014
Q2 | $146K | Hold |
10,248
| – | – | ﹤0.01% | 749 |
|
|
2014
Q1 | $127K | Buy |
+10,248
| New | +$127K | ﹤0.01% | 967 |
|