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Naviter Wealth’s TFS Financial TFSL Stock Holding History

Naviter Wealth’s Portfolio TFSL Stock Details TFSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-11,652
Closed -$146K – 238
2024
Q1 		$146K Hold
11,652
– – 0.02% 223
2023
Q4 		$171K Hold
11,652
– – 0.03% 208
2023
Q3 		$138K Buy
+11,652
New +$138K 0.03% 202