Ellevest Inc’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-50
| Closed | -$1.88K | – | 1662 |
|
|
2023
Q1 | $1.88K | Sell |
50
-27
| -35% | -$1.02K | ﹤0.01% | 1457 |
|
|
2022
Q4 | $3.49K | Sell |
77
-6
| -7% | -$272 | ﹤0.01% | 1269 |
|
|
2022
Q3 | $4K | Buy |
83
+48
| +137% | +$2.31K | ﹤0.01% | 1244 |
|
|
2022
Q2 | $1K | Buy |
35
+3
| +9% | +$86 | ﹤0.01% | 1338 |
|
|
2022
Q1 | $1K | Hold |
32
| – | – | ﹤0.01% | 1356 |
|
|
2021
Q4 | $2K | Hold |
32
| – | – | ﹤0.01% | 1213 |
|
|
2021
Q3 | $2K | Hold |
32
| – | – | ﹤0.01% | 1192 |
|
|
2021
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 1221 |
|
|
2021
Q1 | $2K | Hold |
32
| – | – | ﹤0.01% | 1100 |
|
|
2020
Q4 | $1K | Hold |
32
| – | – | ﹤0.01% | 1130 |
|
|
2020
Q3 | $1K | Hold |
32
| – | – | ﹤0.01% | 1080 |
|
|
2020
Q2 | $1K | Sell |
32
-18
| -36% | -$563 | ﹤0.01% | 1076 |
|
|
2020
Q1 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 1005 |
|