AWM
AE Wealth Management’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-36,585
| Closed | -$1.7M | – | 2000 |
|
|
2023
Q4 | $1.7M | Sell |
36,585
-9,124
| -20% | -$425K | 0.01% | 958 |
|
|
2023
Q3 | $1.67M | Sell |
45,709
-4,236
| -8% | -$155K | 0.01% | 914 |
|
|
2023
Q2 | $1.88M | Hold |
49,945
| – | – | 0.01% | 865 |
|
|
2023
Q1 | $1.88M | Hold |
49,945
| – | – | 0.01% | 830 |
|
|
2022
Q4 | $2.26M | Hold |
49,945
| – | – | 0.02% | 696 |
|
|
2022
Q3 | $2.32M | Hold |
49,945
| – | – | 0.02% | 649 |
|
|
2022
Q2 | $2M | Hold |
49,945
| – | – | 0.02% | 668 |
|
|
2022
Q1 | $2.33M | Hold |
49,945
| – | – | 0.02% | 662 |
|
|
2021
Q4 | $2.5M | Hold |
49,945
| – | – | 0.02% | 627 |
|
|
2021
Q3 | $2.56M | Hold |
49,945
| – | – | 0.02% | 568 |
|
|
2021
Q2 | $2.33M | Hold |
49,945
| – | – | 0.02% | 587 |
|
|
2021
Q1 | $2.49M | Hold |
49,945
| – | – | 0.03% | 512 |
|
|
2020
Q4 | $2.24M | Hold |
49,945
| – | – | 0.03% | 465 |
|
|
2020
Q3 | $1.35M | Hold |
49,945
| – | – | 0.02% | 546 |
|
|
2020
Q2 | $1.43M | Hold |
49,945
| – | – | 0.02% | 506 |
|
|
2020
Q1 | $1.25M | Hold |
49,945
| – | – | 0.03% | 422 |
|
|
2019
Q4 | $2.2M | Hold |
49,945
| – | – | 0.05% | 323 |
|
|
2019
Q3 | $2.2M | Sell |
49,945
-1,750
| -3% | -$77.2K | 0.06% | 257 |
|
|
2019
Q2 | $2.14M | Hold |
51,695
| – | – | 0.06% | 232 |
|
|
2019
Q1 | $2M | Hold |
51,695
| – | – | 0.14% | 138 |
|
|
2018
Q4 | $1.96M | Buy |
+51,695
| New | +$1.96M | 0.34% | 75 |
|