C.M. Bidwell & Associates’s WSFS Financial WSFS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,555
Closed -$70.5K 570
2022
Q4
$70.5K Sell
1,555
-185
-11% -$8.39K 0.06% 260
2022
Q3
$81K Hold
1,740
0.07% 243
2022
Q2
$70K Buy
+1,740
New +$70K 0.06% 257