Kovack Advisors’s TFS Financial TFSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-15,359
| Closed | -$194K | – | 627 |
|
|
2023
Q1 | $194K | Sell |
15,359
-1,830
| -11% | -$23.1K | 0.03% | 520 |
|
|
2022
Q4 | $248K | Sell |
17,189
-2,900
| -14% | -$41.8K | 0.04% | 456 |
|
|
2022
Q3 | $261K | Buy |
20,089
+3,200
| +19% | +$41.6K | 0.04% | 442 |
|
|
2022
Q2 | $232K | Buy |
+16,889
| New | +$232K | 0.03% | 519 |
|
|
2019
Q4 | – | Sell |
-22,700
| Closed | -$409K | – | 522 |
|
|
2019
Q3 | $409K | Buy |
22,700
+750
| +3% | +$13.5K | 0.08% | 268 |
|
|
2019
Q2 | $397K | Sell |
21,950
-2,600
| -11% | -$47K | 0.09% | 249 |
|
|
2019
Q1 | $404K | Sell |
24,550
-100
| -0.4% | -$1.65K | 0.1% | 235 |
|
|
2018
Q4 | $398K | Buy |
24,650
+8,700
| +55% | +$140K | 0.12% | 202 |
|
|
2018
Q3 | $239K | Buy |
15,950
+2,950
| +23% | +$44.2K | 0.06% | 346 |
|
|
2018
Q2 | $205K | Hold |
13,000
| – | – | 0.06% | 367 |
|
|
2018
Q1 | $191K | Buy |
+13,000
| New | +$191K | 0.05% | 425 |
|