MYCIO Wealth Partners’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,319
| Closed | -$366K | – | 409 |
|
|
2019
Q4 | $366K | Buy |
8,319
+1,560
| +23% | +$68.6K | 0.02% | 235 |
|
|
2019
Q3 | $298K | Buy |
6,759
+19
| +0.3% | +$838 | 0.02% | 244 |
|
|
2019
Q2 | $278K | Buy |
6,740
+20
| +0.3% | +$825 | 0.02% | 250 |
|
|
2019
Q1 | $259K | Buy |
6,720
+17
| +0.3% | +$655 | 0.02% | 240 |
|
|
2018
Q4 | $254K | Buy |
6,703
+18
| +0.3% | +$682 | 0.02% | 233 |
|
|
2018
Q3 | $315K | Buy |
+6,685
| New | +$315K | 0.03% | 209 |
|
|
2018
Q2 | – | Sell |
-6,656
| Closed | -$319K | – | 287 |
|
|
2018
Q1 | $319K | Sell |
6,656
-6,069
| -48% | -$291K | 0.04% | 178 |
|
|
2017
Q4 | $609K | Buy |
12,725
+12
| +0.1% | +$574 | 0.07% | 121 |
|
|
2017
Q3 | $620K | Buy |
12,713
+10
| +0.1% | +$488 | 0.07% | 115 |
|
|
2017
Q2 | $576K | Buy |
12,703
+11
| +0.1% | +$499 | 0.07% | 116 |
|
|
2017
Q1 | $583K | Buy |
12,692
+6,091
| +92% | +$280K | 0.07% | 122 |
|
|
2016
Q4 | $306K | Buy |
+6,601
| New | +$306K | 0.04% | 162 |
|