JP Morgan Private Wealth Advisors’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $461K | Sell |
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|
2022
Q4 | $589K | Buy |
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|
2022
Q3 | $584K | Sell |
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|
2022
Q2 | $516K | Sell |
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|
2022
Q1 | $629K | Buy |
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|
2021
Q4 | $635K | Sell |
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|
2021
Q3 | $738K | Sell |
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|
2021
Q2 | $673K | Sell |
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|
2021
Q1 | $780K | Buy |
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|
2020
Q4 | $645K | Sell |
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|
2020
Q3 | $390K | Buy |
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|
2020
Q2 | $381K | Buy |
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