PWA
Pillar Wealth Advisors’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,027
| Closed | -$377K | – | 70 |
|
|
2023
Q1 | $377K | Hold |
10,027
| – | – | 0.38% | 44 |
|
|
2022
Q4 | $455K | Hold |
10,027
| – | – | 0.44% | 42 |
|
|
2022
Q3 | $466K | Hold |
10,027
| – | – | 0.46% | 36 |
|
|
2022
Q2 | $402K | Hold |
10,027
| – | – | 0.41% | 38 |
|
|
2022
Q1 | $467K | Hold |
10,027
| – | – | 0.45% | 34 |
|
|
2021
Q4 | $503K | Buy |
+10,027
| New | +$503K | 0.48% | 32 |
|