Disciplined Investments’s TFS Financial TFSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-25
| Closed | -$314 | – | 1392 |
|
|
2023
Q2 | $314 | Buy |
25
+4
| +19% | +$50 | ﹤0.01% | 1380 |
|
|
2023
Q1 | $265 | Buy |
21
+1
| +5% | +$13 | ﹤0.01% | 1436 |
|
|
2022
Q4 | $288 | Sell |
20
-1
| -5% | -$14 | ﹤0.01% | 1348 |
|
|
2022
Q3 | $0 | Buy |
21
+1
| +5% | – | ﹤0.01% | 1613 |
|
|
2022
Q2 | $0 | Sell |
20
-2
| -9% | – | ﹤0.01% | 1617 |
|
|
2022
Q1 | $0 | Buy |
+22
| New | – | ﹤0.01% | 1615 |
|