Donoghue Forlines’s TFS Financial TFSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-11,389
| Closed | -$201K | – | 301 |
|
|
2020
Q4 | $201K | Buy |
+11,389
| New | +$201K | 0.04% | 243 |
|
|
2020
Q1 | – | Sell |
-138,190
| Closed | -$2.72M | – | 137 |
|
|
2019
Q4 | $2.72M | Buy |
138,190
+109,382
| +380% | +$2.15M | 0.42% | 70 |
|
|
2019
Q3 | $519K | Sell |
28,808
-7,652
| -21% | -$138K | 0.07% | 136 |
|
|
2019
Q2 | $659K | Sell |
36,460
-23,495
| -39% | -$425K | 0.08% | 140 |
|
|
2019
Q1 | $987K | Buy |
+59,955
| New | +$987K | 0.1% | 109 |
|
|
2018
Q4 | – | Sell |
-63,905
| Closed | -$959K | – | 141 |
|
|
2018
Q3 | $959K | Buy |
63,905
+34,261
| +116% | +$514K | 0.07% | 150 |
|
|
2018
Q2 | $467K | Buy |
+29,644
| New | +$467K | 0.04% | 129 |
|