Strategic Wealth Partners’s TFS Financial TFSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7K | Buy |
+1,055
| New | +$13.7K | ﹤0.01% | 730 |
|
|
2019
Q4 | – | Sell |
-1,555
| Closed | -$27 | – | 463 |
|
|
2019
Q3 | $27 | Buy |
1,555
+1,500
| +2,727% | +$26 | ﹤0.01% | 352 |
|
|
2019
Q2 | $0 | Hold |
55
| – | – | ﹤0.01% | 819 |
|
|
2019
Q1 | $1K | Hold |
55
| – | – | ﹤0.01% | 751 |
|
|
2018
Q4 | $1K | Hold |
55
| – | – | ﹤0.01% | 665 |
|
|
2018
Q3 | $1K | Hold |
55
| – | – | ﹤0.01% | 628 |
|
|
2018
Q2 | $1K | Sell |
55
-950
| -95% | -$17.3K | ﹤0.01% | 732 |
|
|
2018
Q1 | $15K | Hold |
1,005
| – | – | 0.01% | 435 |
|
|
2017
Q4 | $15K | Buy |
+1,005
| New | +$15K | 0.01% | 418 |
|