TWA
TCI Wealth Advisors’s TFS Financial TFSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9
| Closed | -$114 | – | 2034 |
|
|
2023
Q1 | $114 | Buy |
9
+2
| +29% | +$25 | ﹤0.01% | 2389 |
|
|
2022
Q4 | $101 | Sell |
7
-2
| -22% | -$29 | ﹤0.01% | 2401 |
|
|
2022
Q3 | $0 | Sell |
9
-254
| -97% | – | ﹤0.01% | 2578 |
|
|
2022
Q2 | $4K | Hold |
263
| – | – | ﹤0.01% | 1699 |
|
|
2022
Q1 | $4K | Hold |
263
| – | – | ﹤0.01% | 1796 |
|
|
2021
Q4 | $5K | Hold |
263
| – | – | ﹤0.01% | 1723 |
|
|
2021
Q3 | $5K | Sell |
263
-28
| -10% | -$532 | ﹤0.01% | 1641 |
|
|
2021
Q2 | $6K | Hold |
291
| – | – | ﹤0.01% | 1348 |
|
|
2021
Q1 | $6K | Hold |
291
| – | – | ﹤0.01% | 1162 |
|
|
2020
Q4 | $5K | Hold |
291
| – | – | ﹤0.01% | 884 |
|
|
2020
Q3 | $4K | Hold |
291
| – | – | ﹤0.01% | 877 |
|
|
2020
Q2 | $4K | Buy |
+291
| New | +$4K | ﹤0.01% | 830 |
|
|
2020
Q1 | – | Sell |
-212
| Closed | -$4K | – | 1747 |
|
|
2019
Q4 | $4K | Sell |
212
-5
| -2% | -$94 | ﹤0.01% | 948 |
|
|
2019
Q3 | $4K | Buy |
+217
| New | +$4K | ﹤0.01% | 889 |
|