Glassman Wealth Services’s TFS Financial TFSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-483
| Closed | -$5.71K | – | 2074 |
|
|
2023
Q3 | $5.71K | Hold |
483
| – | – | ﹤0.01% | 1022 |
|
|
2023
Q2 | $6.07K | Buy |
483
+422
| +692% | +$5.3K | ﹤0.01% | 941 |
|
|
2023
Q1 | $770 | Hold |
61
| – | – | ﹤0.01% | 1515 |
|
|
2022
Q4 | $879 | Buy |
+61
| New | +$879 | ﹤0.01% | 1458 |
|
|
2022
Q2 | – | Sell |
-85
| Closed | -$1K | – | 1989 |
|
|
2022
Q1 | $1K | Hold |
85
| – | – | ﹤0.01% | 1526 |
|
|
2021
Q4 | $2K | Hold |
85
| – | – | ﹤0.01% | 1249 |
|
|
2021
Q3 | $2K | Hold |
85
| – | – | ﹤0.01% | 1223 |
|
|
2021
Q2 | $2K | Hold |
85
| – | – | ﹤0.01% | 1183 |
|
|
2021
Q1 | $2K | Hold |
85
| – | – | ﹤0.01% | 1143 |
|
|
2020
Q4 | $1K | Buy |
85
+22
| +35% | +$259 | ﹤0.01% | 1279 |
|
|
2020
Q3 | $1K | Hold |
63
| – | – | ﹤0.01% | 1235 |
|
|
2020
Q2 | $1K | Hold |
63
| – | – | ﹤0.01% | 1115 |
|
|
2020
Q1 | $1K | Buy |
63
+12
| +24% | +$190 | ﹤0.01% | 993 |
|
|
2019
Q4 | $1K | Hold |
51
| – | – | ﹤0.01% | 1045 |
|
|
2019
Q3 | $1K | Hold |
51
| – | – | ﹤0.01% | 927 |
|
|
2019
Q2 | $1K | Hold |
51
| – | – | ﹤0.01% | 938 |
|
|
2019
Q1 | $1K | Buy |
+51
| New | +$1K | ﹤0.01% | 899 |
|