D.J. St. Germain’s TFS Financial TFSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-10,000
| Closed | -$172K | – | 139 |
|
|
2016
Q2 | $172K | Hold |
10,000
| – | – | 0.02% | 142 |
|
|
2016
Q1 | $174K | Hold |
10,000
| – | – | 0.02% | 144 |
|
|
2015
Q4 | $188K | Hold |
10,000
| – | – | 0.03% | 138 |
|
|
2015
Q3 | $172K | Hold |
10,000
| – | – | 0.03% | 106 |
|
|
2015
Q2 | $168K | Hold |
10,000
| – | – | 0.03% | 104 |
|
|
2015
Q1 | $147K | Hold |
10,000
| – | – | 0.02% | 106 |
|
|
2014
Q4 | $149K | Buy |
+10,000
| New | +$149K | 0.02% | 109 |
|