Principal Financial Group’s TFS Financial TFSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-10,541
| Closed | -$183K | – | 2206 |
|
|
2016
Q1 | $183K | Sell |
10,541
-5,279
| -33% | -$91.6K | ﹤0.01% | 2028 |
|
|
2015
Q4 | $298K | Buy |
15,820
+4,280
| +37% | +$80.6K | ﹤0.01% | 1950 |
|
|
2015
Q3 | $199K | Buy |
+11,540
| New | +$199K | ﹤0.01% | 2037 |
|
|
2014
Q1 | – | Sell |
-14,914
| Closed | -$181K | – | 2302 |
|
|
2013
Q4 | $181K | Sell |
14,914
-6,030
| -29% | -$73.2K | ﹤0.01% | 2175 |
|
|
2013
Q3 | $251K | Buy |
20,944
+7,355
| +54% | +$88.1K | ﹤0.01% | 2018 |
|
|
2013
Q2 | $152K | Buy |
+13,589
| New | +$152K | ﹤0.01% | 2143 |
|