CWM
Compass Wealth Management’s TFS Financial TFSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,400
| Closed | -$29.7K | – | 379 |
|
|
2025
Q1 | $29.7K | Hold |
2,400
| – | – | 0.01% | 298 |
|
|
2024
Q4 | $30.1K | Hold |
2,400
| – | – | 0.01% | 294 |
|
|
2024
Q3 | $30.9K | Hold |
2,400
| – | – | 0.01% | 294 |
|
|
2024
Q2 | $30.3K | Hold |
2,400
| – | – | 0.01% | 295 |
|
|
2024
Q1 | $30.1K | Hold |
2,400
| – | – | 0.01% | 292 |
|
|
2023
Q4 | $35.3K | Hold |
2,400
| – | – | 0.01% | 276 |
|
|
2023
Q3 | $28.4K | Hold |
2,400
| – | – | 0.01% | 286 |
|
|
2023
Q2 | $30.2K | Buy |
2,400
+1,000
| +71% | +$12.6K | 0.01% | 289 |
|
|
2023
Q1 | $17.7K | Hold |
1,400
| – | – | 0.01% | 335 |
|
|
2022
Q4 | $20.2K | Buy |
+1,400
| New | +$20.2K | 0.01% | 319 |
|