Advisor Group’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $3K | Sell |
61
-414
| -87% | -$20.4K | ﹤0.01% | 4848 |
|
|
2019
Q3 | $20K | Sell |
475
-396
| -45% | -$16.7K | ﹤0.01% | 3965 |
|
|
2019
Q2 | $36K | Buy |
871
+223
| +34% | +$9.22K | ﹤0.01% | 3581 |
|
|
2019
Q1 | $25K | Sell |
648
-150
| -19% | -$5.79K | ﹤0.01% | 3862 |
|
|
2018
Q4 | $30K | Buy |
798
+209
| +35% | +$7.86K | ﹤0.01% | 3533 |
|
|
2018
Q3 | $28K | Buy |
589
+552
| +1,492% | +$26.2K | ﹤0.01% | 3678 |
|
|
2018
Q2 | $2K | Hold |
37
| – | – | ﹤0.01% | 4696 |
|
|
2018
Q1 | $2K | Hold |
37
| – | – | ﹤0.01% | 4711 |
|
|
2017
Q4 | $2K | Hold |
37
| – | – | ﹤0.01% | 4712 |
|
|
2017
Q3 | $2K | Buy |
+37
| New | +$2K | ﹤0.01% | 4573 |
|
|
2016
Q3 | – | Sell |
-18
| Closed | – | – | 4612 |
|
|
2016
Q2 | $0 | Buy |
+18
| New | – | ﹤0.01% | 4503 |
|