TFC Financial Management’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $448 | Hold |
1
| – | – | ﹤0.01% | 710 |
|
|
2025
Q1 | $455 | Hold |
1
| – | – | ﹤0.01% | 659 |
|
|
2024
Q4 | $481 | Hold |
1
| – | – | ﹤0.01% | 662 |
|
|
2024
Q3 | $460 | Hold |
1
| – | – | ﹤0.01% | 679 |
|
|
2024
Q2 | $409 | Sell |
1
-1
| -50% | -$409 | ﹤0.01% | 669 |
|
|
2024
Q1 | $909 | Buy |
2
+1
| +100% | +$455 | ﹤0.01% | 564 |
|
|
2023
Q4 | $478 | Hold |
1
| – | – | ﹤0.01% | 602 |
|
|
2023
Q3 | $438 | Buy |
+1
| New | +$438 | ﹤0.01% | 619 |
|
|
2023
Q2 | – | Sell |
-1
| Closed | -$416 | – | 672 |
|
|
2023
Q1 | $416 | Buy |
+1
| New | +$416 | ﹤0.01% | 588 |
|