LIG
Lokken Investment Group’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,989
| Closed | -$611K | – | 161 |
|
|
2024
Q3 | $611K | Buy |
11,989
+1
| +0% | +$51 | 0.25% | 82 |
|
|
2024
Q2 | $563K | Buy |
11,988
+109
| +0.9% | +$5.12K | 0.27% | 79 |
|
|
2024
Q1 | $536K | Buy |
11,879
+1,001
| +9% | +$45.2K | 0.27% | 82 |
|
|
2023
Q4 | $500K | Buy |
10,878
+1
| +0% | +$46 | 0.28% | 78 |
|
|
2023
Q3 | $397K | Hold |
10,877
| – | – | 0.26% | 81 |
|
|
2023
Q2 | $410K | Buy |
10,877
+1
| +0% | +$38 | 0.27% | 82 |
|
|
2023
Q1 | $409K | Buy |
10,876
+1
| +0% | +$38 | 0.31% | 79 |
|
|
2022
Q4 | $493K | Hold |
10,875
| – | – | 0.39% | 59 |
|
|
2022
Q3 | $505K | Buy |
10,875
+1
| +0% | +$46 | 0.44% | 50 |
|
|
2022
Q2 | $436K | Buy |
10,874
+2,550
| +31% | +$102K | 0.35% | 66 |
|
|
2022
Q1 | $334K | Buy |
8,324
+1
| +0% | +$40 | 0.27% | 91 |
|
|
2021
Q4 | $417K | Hold |
8,323
| – | – | 0.3% | 73 |
|
|
2021
Q3 | $427K | Buy |
8,323
+1
| +0% | +$51 | 0.34% | 65 |
|
|
2021
Q2 | $388K | Buy |
8,322
+1,006
| +14% | +$46.9K | 0.32% | 78 |
|
|
2021
Q1 | $364K | Sell |
7,316
-366
| -5% | -$18.2K | 0.32% | 74 |
|
|
2020
Q4 | $345K | Buy |
+7,682
| New | +$345K | 0.32% | 61 |
|