Corient Capital Partners’s TFS Financial TFSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-12,405
| Closed | -$189K | – | 517 |
|
|
2020
Q1 | $189K | Sell |
12,405
-386
| -3% | -$5.88K | 0.03% | 355 |
|
|
2019
Q4 | $252K | Hold |
12,791
| – | – | 0.03% | 395 |
|
|
2019
Q3 | $230K | Buy |
12,791
+649
| +5% | +$11.7K | 0.03% | 382 |
|
|
2019
Q2 | $219K | Buy |
12,142
+370
| +3% | +$6.67K | 0.03% | 356 |
|
|
2019
Q1 | $194K | Buy |
+11,772
| New | +$194K | 0.03% | 328 |
|