IA
Independence Advisors’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $234K | Hold |
8,692
| – | – | 0.05% | 88 |
|
|
2020
Q2 | $249K | Hold |
8,692
| – | – | 0.06% | 82 |
|
|
2020
Q1 | $217K | Hold |
8,692
| – | – | 0.06% | 74 |
|
|
2019
Q4 | $382K | Hold |
8,692
| – | – | 0.09% | 60 |
|
|
2019
Q3 | $383K | Hold |
8,692
| – | – | 0.09% | 61 |
|
|
2019
Q2 | $359K | Hold |
8,692
| – | – | 0.09% | 62 |
|
|
2019
Q1 | $336K | Hold |
8,692
| – | – | 0.09% | 60 |
|
|
2018
Q4 | $330K | Hold |
8,692
| – | – | 0.11% | 59 |
|
|
2018
Q3 | $410K | Hold |
8,692
| – | – | 0.12% | 51 |
|
|
2018
Q2 | $463K | Hold |
8,692
| – | – | 0.15% | 44 |
|
|
2018
Q1 | $416K | Hold |
8,692
| – | – | 0.14% | 48 |
|
|
2017
Q4 | $416K | Hold |
8,692
| – | – | 0.14% | 48 |
|
|
2017
Q3 | $424K | Buy |
+8,692
| New | +$424K | 0.17% | 42 |
|