Mercer Global Advisors’s TFS Financial TFSL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $222K | Sell |
17,122
-472
| -3% | -$6.11K | ﹤0.01% | 2004 |
|
2025
Q1 | $218K | Buy |
17,594
+4,289
| +32% | +$53.1K | ﹤0.01% | 1916 |
|
2024
Q4 | $167K | Sell |
13,305
-9,316
| -41% | -$117K | ﹤0.01% | 1995 |
|
2024
Q3 | $291K | Buy |
22,621
+8,174
| +57% | +$105K | ﹤0.01% | 1622 |
|
2024
Q2 | $182K | Sell |
14,447
-2,216
| -13% | -$28K | ﹤0.01% | 1806 |
|
2024
Q1 | $209K | Buy |
+16,663
| New | +$209K | ﹤0.01% | 1763 |
|