TFO 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1
| Closed | -$13 | – | 669 |
|
|
2024
Q1 | $13 | Hold |
1
| – | – | ﹤0.01% | 778 |
|
|
2023
Q4 | $15 | Hold |
1
| – | – | ﹤0.01% | 923 |
|
|
2023
Q3 | $13 | Hold |
1
| – | – | ﹤0.01% | 1099 |
|
|
2023
Q2 | $13 | Hold |
1
| – | – | ﹤0.01% | 825 |
|
|
2023
Q1 | $13 | Sell |
1
-66
| -99% | -$858 | ﹤0.01% | 809 |
|
|
2022
Q4 | $2.2K | Buy |
+67
| New | +$2.2K | ﹤0.01% | 244 |
|