Glassman Wealth Services’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4
| Closed | -$184 | – | 1847 |
|
|
2023
Q4 | $184 | Hold |
4
| – | – | ﹤0.01% | 1903 |
|
|
2023
Q3 | $146 | Hold |
4
| – | – | ﹤0.01% | 1940 |
|
|
2023
Q2 | $151 | Hold |
4
| – | – | ﹤0.01% | 1856 |
|
|
2023
Q1 | $150 | Hold |
4
| – | – | ﹤0.01% | 1847 |
|
|
2022
Q4 | $181 | Hold |
4
| – | – | ﹤0.01% | 1821 |
|
|
2022
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 2022 |
|
|
2022
Q2 | $0 | Sell |
4
-33
| -89% | – | ﹤0.01% | 2039 |
|
|
2022
Q1 | $2K | Buy |
37
+11
| +42% | +$595 | ﹤0.01% | 1285 |
|
|
2021
Q4 | $1K | Hold |
26
| – | – | ﹤0.01% | 1542 |
|
|
2021
Q3 | $1K | Buy |
26
+22
| +550% | +$846 | ﹤0.01% | 1500 |
|
|
2021
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 1681 |
|
|
2021
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 1660 |
|
|
2020
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 1541 |
|
|
2020
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1515 |
|
|
2020
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1575 |
|
|
2019
Q3 | – | Sell |
-1
| Closed | – | – | 1403 |
|
|
2019
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1395 |
|