Financial Architects (New Jersey)’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,062
| Closed | -$30K | – | 774 |
|
|
2020
Q2 | $30K | Hold |
1,062
| – | – | 0.01% | 488 |
|
|
2020
Q1 | $26K | Hold |
1,062
| – | – | 0.01% | 469 |
|
|
2019
Q4 | $47K | Hold |
1,062
| – | – | 0.01% | 443 |
|
|
2019
Q3 | $47K | Hold |
1,062
| – | – | 0.01% | 448 |
|
|
2019
Q2 | $44K | Hold |
1,062
| – | – | 0.01% | 473 |
|
|
2019
Q1 | $41K | Buy |
1,062
+662
| +166% | +$25.6K | 0.01% | 593 |
|
|
2018
Q4 | $15K | Hold |
400
| – | – | ﹤0.01% | 797 |
|
|
2018
Q3 | $19K | Sell |
400
-200
| -33% | -$9.5K | ﹤0.01% | 813 |
|
|
2018
Q2 | $32K | Sell |
600
-600
| -50% | -$32K | 0.01% | 688 |
|
|
2018
Q1 | $57K | Hold |
1,200
| – | – | 0.01% | 517 |
|
|
2017
Q4 | $57K | Hold |
1,200
| – | – | 0.01% | 571 |
|
|
2017
Q3 | $59K | Hold |
1,200
| – | – | 0.01% | 572 |
|
|
2017
Q2 | $54K | Hold |
1,200
| – | – | 0.01% | 571 |
|
|
2017
Q1 | $55K | Hold |
1,200
| – | – | 0.01% | 570 |
|
|
2016
Q4 | $56K | Hold |
1,200
| – | – | 0.01% | 540 |
|
|
2016
Q3 | $44K | Hold |
1,200
| – | – | 0.01% | 607 |
|
|
2016
Q2 | $39K | Hold |
1,200
| – | – | 0.01% | 605 |
|
|
2016
Q1 | $39K | Buy |
+1,200
| New | +$39K | 0.01% | 435 |
|
|
2015
Q3 | – | Sell |
-1,200
| Closed | -$33K | – | 908 |
|
|
2015
Q2 | $33K | Hold |
1,200
| – | – | 0.01% | 510 |
|
|
2015
Q1 | $30K | Hold |
1,200
| – | – | 0.01% | 486 |
|
|
2014
Q4 | $31K | Hold |
1,200
| – | – | 0.01% | 429 |
|
|
2014
Q3 | $29K | Hold |
1,200
| – | – | 0.01% | 400 |
|
|
2014
Q2 | $29K | Buy |
+1,200
| New | +$29K | 0.01% | 418 |
|
|
2013
Q4 | – | Sell |
-1,200
| Closed | -$24K | – | 571 |
|
|
2013
Q3 | $24K | Hold |
1,200
| – | – | 0.02% | 358 |
|
|
2013
Q2 | $21K | Buy |
+1,200
| New | +$21K | 0.02% | 360 |
|