Financial Gravity Asset Management’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-38
| Closed | -$203 | – | 1790 |
|
|
2023
Q2 | $203 | Buy |
+38
| New | +$203 | ﹤0.01% | 1177 |
|
|
2023
Q1 | – | Sell |
-45
| Closed | -$314 | – | 1691 |
|
|
2022
Q4 | $314 | Buy |
+45
| New | +$314 | ﹤0.01% | 869 |
|
|
2020
Q2 | – | Sell |
-5
| Closed | -$129 | – | 941 |
|
|
2020
Q1 | $129 | Hold |
5
| – | – | ﹤0.01% | 846 |
|
|
2019
Q4 | $44K | Hold |
5
| – | – | 0.03% | 708 |
|
|
2019
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 1624 |
|
|
2019
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 1714 |
|
|
2019
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1579 |
|
|
2018
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1652 |
|