SIM
Spark Investment Management’s TFS Financial TFSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-16,400
| Closed | -$289K | – | 56 |
|
|
2020
Q4 | $289K | Sell |
16,400
-3,700
| -18% | -$65.2K | 0.24% | 33 |
|
|
2020
Q3 | $295K | Hold |
20,100
| – | – | 0.41% | 25 |
|
|
2020
Q2 | $287K | Sell |
20,100
-86,680
| -81% | -$1.24M | 1.05% | 21 |
|
|
2020
Q1 | $1.63M | Sell |
106,780
-2,320
| -2% | -$35.4K | 0.87% | 19 |
|
|
2019
Q4 | $2.15M | Buy |
109,100
+25,600
| +31% | +$504K | 0.25% | 129 |
|
|
2019
Q3 | $1.5M | Buy |
83,500
+13,700
| +20% | +$247K | 0.19% | 137 |
|
|
2019
Q2 | $1.26M | Buy |
+69,800
| New | +$1.26M | 0.09% | 270 |
|