Mraz Amerine & Associates’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
-12,280
Closed -$145K 182
2023
Q3
$145K Hold
12,280
0.03% 163
2023
Q2
$154K Hold
12,280
0.04% 169
2023
Q1
$155K Sell
12,280
-417
-3% -$5.27K 0.04% 165
2022
Q4
$183K Sell
12,697
-300
-2% -$4.32K 0.04% 158
2022
Q3
$169K Hold
12,997
0.05% 150
2022
Q2
$178K Buy
12,997
+1,109
+9% +$15.2K 0.05% 152
2022
Q1
$197K Buy
11,888
+818
+7% +$13.6K 0.05% 157
2021
Q4
$198K Hold
11,070
0.05% 159
2021
Q3
$211K Sell
11,070
-300
-3% -$5.72K 0.06% 156
2021
Q2
$231K Hold
11,370
0.06% 153
2021
Q1
$232K Buy
+11,370
New +$232K 0.07% 141