One Wealth Advisors’s Teleflex TFX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1,214
| Closed | -$300K | – | 286 |
|
2024
Q3 | $300K | Buy |
1,214
+114
| +10% | +$28.2K | 0.05% | 200 |
|
2024
Q2 | $253K | Buy |
1,100
+50
| +5% | +$11.5K | 0.05% | 183 |
|
2024
Q1 | $237K | Buy |
+1,050
| New | +$237K | 0.04% | 211 |
|
2023
Q3 | – | Sell |
-938
| Closed | -$227K | – | 222 |
|
2023
Q2 | $227K | Buy |
938
+81
| +9% | +$19.6K | 0.05% | 186 |
|
2023
Q1 | $217K | Buy |
857
+663
| +342% | +$168K | 0.05% | 180 |
|
2022
Q4 | $48.4K | Buy |
+194
| New | +$48.4K | 0.01% | 417 |
|
2022
Q2 | – | Sell |
-588
| Closed | -$209K | – | 210 |
|
2022
Q1 | $209K | Buy |
+588
| New | +$209K | 0.05% | 190 |
|
2019
Q2 | – | Sell |
-93
| Closed | -$28K | – | 450 |
|
2019
Q1 | $28K | Buy |
+93
| New | +$28K | 0.02% | 250 |
|
2018
Q4 | – | Sell |
-162
| Closed | -$43K | – | 431 |
|
2018
Q3 | $43K | Hold |
162
| – | – | 0.03% | 277 |
|
2018
Q2 | $43K | Sell |
162
-4
| -2% | -$1.06K | 0.03% | 272 |
|
2018
Q1 | $42K | Sell |
166
-11
| -6% | -$2.78K | 0.04% | 261 |
|
2017
Q4 | $44K | Buy |
+177
| New | +$44K | 0.04% | 282 |
|