LFA
Legacy Financial Advisors’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-900
| Closed | -$35K | – | 914 |
|
|
2019
Q1 | $35K | Sell |
900
-198
| -18% | -$7.7K | 0.01% | 341 |
|
|
2018
Q4 | $42K | Hold |
1,098
| – | – | 0.02% | 273 |
|
|
2018
Q3 | $51K | Hold |
1,098
| – | – | 0.02% | 248 |
|
|
2018
Q2 | $58K | Hold |
1,098
| – | – | 0.02% | 226 |
|
|
2018
Q1 | $53K | Hold |
1,098
| – | – | 0.02% | 239 |
|
|
2017
Q4 | $52K | Buy |
+1,098
| New | +$52K | 0.02% | 237 |
|