Ladenburg Thalmann Financial Services’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $2K | Sell |
36
-17
| -32% | -$944 | ﹤0.01% | 5117 |
|
|
2019
Q3 | $2K | Sell |
53
-22
| -29% | -$830 | ﹤0.01% | 5012 |
|
|
2019
Q2 | $3K | Sell |
75
-16
| -18% | -$640 | ﹤0.01% | 4910 |
|
|
2019
Q1 | $4K | Buy |
91
+55
| +153% | +$2.42K | ﹤0.01% | 4767 |
|
|
2018
Q4 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 5100 |
|
|
2013
Q3 | – | Sell |
-378
| Closed | -$7K | – | 3837 |
|
|
2013
Q2 | $7K | Buy |
+378
| New | +$7K | ﹤0.01% | 2914 |
|