Glen Eagle Advisors’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-235
| Closed | -$10.6K | – | 1213 |
|
|
2024
Q1 | $10.6K | Hold |
235
| – | – | ﹤0.01% | 645 |
|
|
2023
Q4 | $10.8K | Sell |
235
-65
| -22% | -$2.99K | ﹤0.01% | 622 |
|
|
2023
Q3 | $11K | Hold |
300
| – | – | ﹤0.01% | 619 |
|
|
2023
Q2 | $11.3K | Buy |
+300
| New | +$11.3K | ﹤0.01% | 617 |
|
|
2022
Q3 | – | Sell |
-2,676
| Closed | -$107K | – | 1138 |
|
|
2022
Q2 | $107K | Buy |
2,676
+300
| +13% | +$12K | 0.03% | 272 |
|
|
2022
Q1 | $111K | Buy |
+2,376
| New | +$111K | 0.03% | 266 |
|