Turner Investments’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 |
-188,230
| Closed | -$2.8M | – | 516 |
|
|
2014
Q4 | $2.8M | Hold |
188,230
| – | – | 0.33% | 80 |
|
|
2014
Q3 | $2.7M | Sell |
188,230
-12,710
| -6% | -$182K | 0.16% | 189 |
|
|
2014
Q2 | $2.87M | Sell |
200,940
-32,230
| -14% | -$460K | 0.13% | 220 |
|
|
2014
Q1 | $2.9M | Hold |
233,170
| – | – | 0.08% | 272 |
|
|
2013
Q4 | $2.83M | Hold |
233,170
| – | – | 0.05% | 332 |
|
|
2013
Q3 | $2.79M | Buy |
+233,170
| New | +$2.79M | 0.05% | 350 |
|