Schubert & Co’s TFS Financial TFSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-62
| Closed | -$784 | – | 1364 |
|
|
2023
Q1 | $784 | Buy |
62
+6
| +11% | +$76 | ﹤0.01% | 1291 |
|
|
2022
Q4 | $807 | Sell |
56
-23
| -29% | -$331 | ﹤0.01% | 1256 |
|
|
2022
Q3 | $1K | Buy |
79
+30
| +61% | +$380 | ﹤0.01% | 1265 |
|
|
2022
Q2 | $1K | Buy |
49
+30
| +158% | +$612 | ﹤0.01% | 1310 |
|
|
2022
Q1 | $0 | Buy |
19
+2
| +12% | – | ﹤0.01% | 1332 |
|
|
2021
Q4 | $0 | Buy |
+17
| New | – | ﹤0.01% | 1284 |
|