CFA
CT Financial Advisors’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $80.9K | Hold |
1,760
| – | – | 0.05% | 221 |
|
|
2016
Q4 | $81.6K | Hold |
1,760
| – | – | 0.05% | 219 |
|
|
2016
Q3 | $64.2K | Buy |
1,760
+260
| +17% | +$9.49K | 0.04% | 242 |
|
|
2016
Q2 | $48.3K | Hold |
1,500
| – | – | 0.03% | 275 |
|
|
2016
Q1 | $48.8K | Hold |
1,500
| – | – | 0.03% | 295 |
|
|
2015
Q4 | $48.5K | Hold |
1,500
| – | – | 0.03% | 303 |
|
|
2015
Q3 | $43.2K | Hold |
1,500
| – | – | 0.03% | 306 |
|
|
2015
Q2 | $41K | Buy |
1,500
+1,000
| +200% | +$27.4K | 0.02% | 323 |
|
|
2015
Q1 | $37.8K | Hold |
500
| – | – | 0.02% | 332 |
|
|
2014
Q4 | $38.4K | Buy |
+500
| New | +$38.4K | 0.03% | 263 |
|
|
2014
Q1 | $37.8K | Buy |
+500
| New | +$37.8K | 0.02% | 332 |
|