Evergreen Capital Management’s TFS Financial TFSL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-10,982
| Closed | -$139K | – | 1060 |
|
2024
Q2 | $139K | Buy |
+10,982
| New | +$139K | 0.01% | 895 |
|
2023
Q4 | – | Sell |
-21,959
| Closed | -$260K | – | 903 |
|
2023
Q3 | $260K | Buy |
21,959
+62
| +0.3% | +$733 | 0.01% | 609 |
|
2023
Q2 | $275K | Buy |
+21,897
| New | +$275K | 0.01% | 601 |
|
2023
Q1 | – | Sell |
-17,020
| Closed | -$245K | – | 759 |
|
2022
Q4 | $245K | Buy |
+17,020
| New | +$245K | 0.01% | 547 |
|