AG
Ascent Group’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,270
| Closed | -$218K | – | 555 |
|
|
2024
Q3 | $218K | Hold |
4,270
| – | – | 0.02% | 499 |
|
|
2024
Q2 | $201K | Buy |
+4,270
| New | +$201K | 0.02% | 494 |
|
|
2022
Q3 | – | Sell |
-4,270
| Closed | -$204K | – | 504 |
|
|
2022
Q2 | $204K | Buy |
+4,270
| New | +$204K | 0.02% | 456 |
|