Northwestern Mutual Wealth Management’s TFS Financial TFSL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-1,258
| Closed | -$15.9K | – | 3846 |
|
2024
Q2 | $15.9K | Buy |
+1,258
| New | +$15.9K | ﹤0.01% | 2480 |
|
2024
Q1 | – | Sell |
-2,000
| Closed | -$29.4K | – | 3804 |
|
2023
Q4 | $29.4K | Buy |
+2,000
| New | +$29.4K | ﹤0.01% | 2265 |
|
2023
Q2 | – | Sell |
-750
| Closed | -$9.47K | – | 3602 |
|
2023
Q1 | $9.47K | Sell |
750
-1,000
| -57% | -$12.6K | ﹤0.01% | 2522 |
|
2022
Q4 | $25.2K | Buy |
1,750
+1,719
| +5,545% | +$24.8K | ﹤0.01% | 2169 |
|
2022
Q3 | $0 | Hold |
31
| – | – | ﹤0.01% | 3390 |
|
2022
Q2 | $0 | Hold |
31
| – | – | ﹤0.01% | 3467 |
|
2022
Q1 | $1K | Hold |
31
| – | – | ﹤0.01% | 3032 |
|
2021
Q4 | $1K | Hold |
31
| – | – | ﹤0.01% | 3066 |
|
2021
Q3 | $1K | Hold |
31
| – | – | ﹤0.01% | 2954 |
|
2021
Q2 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 2927 |
|
2017
Q1 | – | Sell |
-53
| Closed | -$1K | – | 2385 |
|
2016
Q4 | $1K | Buy |
+53
| New | +$1K | ﹤0.01% | 2238 |
|