Symphony Asset Management’s TFS Financial TFSL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | – | Sell |
-29,074
| Closed | -$433K | – | 496 |
|
2014
Q4 | $433K | Sell |
29,074
-1,134
| -4% | -$16.9K | 0.05% | 270 |
|
2014
Q3 | $433K | Sell |
30,208
-1,122
| -4% | -$16.1K | 0.04% | 260 |
|
2014
Q2 | $447K | Sell |
31,330
-9,003
| -22% | -$128K | 0.05% | 329 |
|
2014
Q1 | $501K | Sell |
40,333
-2,242
| -5% | -$27.8K | 0.05% | 298 |
|
2013
Q4 | $516K | Sell |
42,575
-18,992
| -31% | -$230K | 0.04% | 262 |
|
2013
Q3 | $737K | Buy |
+61,567
| New | +$737K | 0.07% | 234 |
|