Exencial Wealth Advisors’s Teleflex TFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-955
| Closed | -$236K | – | 505 |
|
|
2024
Q3 | $236K | Buy |
+955
| New | +$236K | 0.01% | 454 |
|
|
2024
Q2 | – | Sell |
-931
| Closed | -$211K | – | 502 |
|
|
2024
Q1 | $211K | Sell |
931
-9
| -1% | -$2.04K | 0.01% | 476 |
|
|
2023
Q4 | $234K | Buy |
+940
| New | +$234K | 0.01% | 445 |
|
|
2023
Q3 | – | Sell |
-916
| Closed | -$222K | – | 435 |
|
|
2023
Q2 | $222K | Buy |
916
+4
| +0.4% | +$968 | 0.01% | 409 |
|
|
2023
Q1 | $231K | Buy |
+912
| New | +$231K | 0.01% | 383 |
|
|
2022
Q3 | – | Sell |
-905
| Closed | -$222K | – | 428 |
|
|
2022
Q2 | $222K | Buy |
905
+1
| +0.1% | +$245 | 0.01% | 392 |
|
|
2022
Q1 | $321K | Sell |
904
-59
| -6% | -$21K | 0.02% | 350 |
|
|
2021
Q4 | $316K | Buy |
+963
| New | +$316K | 0.02% | 379 |
|