Wealthspire Advisors (Maryland)’s TFS Financial TFSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,150
| Closed | -$19K | – | 1902 |
|
|
2019
Q1 | $19K | Hold |
1,150
| – | – | ﹤0.01% | 1302 |
|
|
2018
Q4 | $19K | Hold |
1,150
| – | – | ﹤0.01% | 1226 |
|
|
2018
Q3 | $17K | Hold |
1,150
| – | – | ﹤0.01% | 1372 |
|
|
2018
Q2 | $18K | Hold |
1,150
| – | – | ﹤0.01% | 1356 |
|
|
2018
Q1 | $17K | Buy |
1,150
+1,022
| +798% | +$15.1K | ﹤0.01% | 1354 |
|
|
2017
Q4 | $2K | Buy |
128
+80
| +167% | +$1.25K | ﹤0.01% | 2171 |
|
|
2017
Q3 | $1K | Sell |
48
-20
| -29% | -$417 | ﹤0.01% | 2148 |
|
|
2017
Q2 | $1K | Buy |
+68
| New | +$1K | ﹤0.01% | 2119 |
|