LWA
Lenox Wealth Advisors’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $145K | Buy |
3,475
+9
| +0.3% | +$376 | 0.02% | 130 |
|
|
2021
Q4 | $174K | Buy |
3,466
+8
| +0.2% | +$402 | 0.02% | 125 |
|
|
2021
Q3 | $177K | Buy |
3,458
+10
| +0.3% | +$512 | 0.02% | 113 |
|
|
2021
Q2 | $161K | Buy |
3,448
+9
| +0.3% | +$420 | 0.02% | 116 |
|
|
2021
Q1 | $171K | Buy |
3,439
+8
| +0.2% | +$398 | 0.02% | 93 |
|
|
2020
Q4 | $154K | Buy |
3,431
+10
| +0.3% | +$449 | 0.02% | 102 |
|
|
2020
Q3 | $92K | Buy |
3,421
+14
| +0.4% | +$376 | 0.01% | 118 |
|
|
2020
Q2 | $98K | Buy |
3,407
+15
| +0.4% | +$431 | 0.02% | 107 |
|
|
2020
Q1 | $85K | Buy |
3,392
+10
| +0.3% | +$251 | 0.02% | 102 |
|
|
2019
Q4 | $149K | Buy |
3,382
+9
| +0.3% | +$397 | 0.02% | 101 |
|
|
2019
Q3 | $149K | Buy |
3,373
+10
| +0.3% | +$442 | 0.02% | 90 |
|
|
2019
Q2 | $139K | Buy |
3,363
+10
| +0.3% | +$413 | 0.02% | 94 |
|
|
2019
Q1 | $129K | Buy |
3,353
+8
| +0.2% | +$308 | 0.02% | 95 |
|
|
2018
Q4 | $127K | Buy |
3,345
+9
| +0.3% | +$342 | 0.03% | 90 |
|
|
2018
Q3 | $157K | Buy |
+3,336
| New | +$157K | 0.03% | 83 |
|
|
2017
Q4 | – | Sell |
-65
| Closed | -$3K | – | 465 |
|
|
2017
Q3 | $3K | Buy |
+65
| New | +$3K | ﹤0.01% | 123 |
|