IndexIQ Advisors’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $383K | Buy |
+8,212
| New | +$383K | 0.01% | 889 |
|
|
2021
Q1 | – | Sell |
-8,405
| Closed | -$377K | – | 1332 |
|
|
2020
Q4 | $377K | Buy |
8,405
+868
| +12% | +$38.9K | 0.01% | 523 |
|
|
2020
Q3 | $203K | Buy |
7,537
+409
| +6% | +$11K | 0.01% | 635 |
|
|
2020
Q2 | $205K | Sell |
7,128
-505
| -7% | -$14.5K | 0.01% | 550 |
|
|
2020
Q1 | $190K | Buy |
+7,633
| New | +$190K | 0.01% | 436 |
|