J.P. Morgan Private Wealth Advisors’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-12,269
| Closed | -$461K | – | 1924 |
|
|
2023
Q1 | $461K | Sell |
12,269
-724
| -6% | -$27.2K | ﹤0.01% | 1511 |
|
|
2022
Q4 | $589K | Buy |
12,993
+430
| +3% | +$19.5K | ﹤0.01% | 1402 |
|
|
2022
Q3 | $584K | Sell |
12,563
-302
| -2% | -$14K | ﹤0.01% | 1389 |
|
|
2022
Q2 | $516K | Sell |
12,865
-625
| -5% | -$25.1K | ﹤0.01% | 1444 |
|
|
2022
Q1 | $629K | Buy |
13,490
+826
| +7% | +$38.5K | ﹤0.01% | 1430 |
|
|
2021
Q4 | $635K | Sell |
12,664
-1,713
| -12% | -$85.9K | ﹤0.01% | 1454 |
|
|
2021
Q3 | $738K | Sell |
14,377
-73
| -0.5% | -$3.75K | ﹤0.01% | 1353 |
|
|
2021
Q2 | $673K | Sell |
14,450
-1,218
| -8% | -$56.7K | ﹤0.01% | 1371 |
|
|
2021
Q1 | $780K | Buy |
15,668
+1,292
| +9% | +$64.3K | ﹤0.01% | 1146 |
|
|
2020
Q4 | $645K | Sell |
14,376
-76
| -0.5% | -$3.41K | ﹤0.01% | 1189 |
|
|
2020
Q3 | $390K | Buy |
14,452
+1,165
| +9% | +$31.4K | ﹤0.01% | 1253 |
|
|
2020
Q2 | $381K | Buy |
+13,287
| New | +$381K | ﹤0.01% | 1217 |
|