Inspire Advisors’s TFS Financial TFSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-83,864
| Closed | -$1.05M | – | 464 |
|
|
2024
Q1 | $1.05M | Buy |
83,864
+11,655
| +16% | +$146K | 0.15% | 92 |
|
|
2023
Q4 | $1.06M | Buy |
72,209
+6,776
| +10% | +$99.5K | 0.16% | 73 |
|
|
2023
Q3 | $773K | Buy |
65,433
+5,448
| +9% | +$64.4K | 0.14% | 82 |
|
|
2023
Q2 | $754K | Buy |
59,985
+7,366
| +14% | +$92.6K | 0.15% | 76 |
|
|
2023
Q1 | $665K | Buy |
52,619
+14,264
| +37% | +$180K | 0.15% | 62 |
|
|
2022
Q4 | $553K | Buy |
38,355
+12,757
| +50% | +$184K | 0.14% | 47 |
|
|
2022
Q3 | $333K | Buy |
25,598
+13,354
| +109% | +$174K | 0.09% | 49 |
|
|
2022
Q2 | $168K | Buy |
+12,244
| New | +$168K | 0.05% | 99 |
|
|
2021
Q1 | – | Sell |
-50
| Closed | -$1K | – | 649 |
|
|
2020
Q4 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 757 |
|