American Portfolios Advisors’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $4.41K | Hold |
95
| – | – | ﹤0.01% | 2870 |
|
|
2022
Q2 | $3.81K | Hold |
95
| – | – | ﹤0.01% | 2935 |
|
|
2022
Q1 | $4.43K | Buy |
+95
| New | +$4.43K | ﹤0.01% | 2987 |
|
|
2021
Q4 | – | Sell |
-68
| Closed | -$3.49K | – | 3591 |
|
|
2021
Q3 | $3.49K | Hold |
68
| – | – | ﹤0.01% | 2979 |
|
|
2021
Q2 | $3.17K | Hold |
68
| – | – | ﹤0.01% | 3002 |
|
|
2021
Q1 | $3.39K | Hold |
68
| – | – | ﹤0.01% | 2838 |
|
|
2020
Q4 | $3.05K | Hold |
68
| – | – | ﹤0.01% | 2587 |
|
|
2020
Q3 | $1.83K | Buy |
+68
| New | +$1.83K | ﹤0.01% | 2641 |
|