Glassman Wealth Services’s TFS Financial TFSL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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%	+$5.12K	﹤0.01%	941
2023 Q1	$770	Hold	61	–	–	﹤0.01%	1515
2022 Q4	$879	Buy	+61	New	+$834	﹤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%	+$366	﹤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%	+$235	﹤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	+$853	﹤0.01%	899