Raymond James Financial Services Advisors’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,534
| Closed | -$257K | – | 3325 |
|
|
2022
Q3 | $257K | Buy |
+5,534
| New | +$257K | ﹤0.01% | 2666 |
|
|
2022
Q1 | – | Sell |
-4,032
| Closed | -$202K | – | 3386 |
|
|
2021
Q4 | $202K | Sell |
4,032
-193
| -5% | -$9.67K | ﹤0.01% | 2968 |
|
|
2021
Q3 | $217K | Sell |
4,225
-1,171
| -22% | -$60.1K | ﹤0.01% | 2913 |
|
|
2021
Q2 | $251K | Sell |
5,396
-34
| -0.6% | -$1.58K | ﹤0.01% | 2839 |
|
|
2021
Q1 | $270K | Hold |
5,430
| – | – | ﹤0.01% | 2699 |
|
|
2020
Q4 | $244K | Buy |
+5,430
| New | +$244K | ﹤0.01% | 2584 |
|
|
2020
Q1 | – | Sell |
-6,707
| Closed | -$295K | – | 2830 |
|
|
2019
Q4 | $295K | Sell |
6,707
-2,249
| -25% | -$98.9K | ﹤0.01% | 2327 |
|
|
2019
Q3 | $395K | Buy |
8,956
+2,408
| +37% | +$106K | ﹤0.01% | 2060 |
|
|
2019
Q2 | $270K | Sell |
6,548
-3,648
| -36% | -$150K | ﹤0.01% | 2330 |
|
|
2019
Q1 | $394K | Sell |
10,196
-2,631
| -21% | -$102K | ﹤0.01% | 2042 |
|
|
2018
Q4 | $486K | Buy |
12,827
+2,295
| +22% | +$87K | ﹤0.01% | 1691 |
|
|
2018
Q3 | $497K | Hold |
10,532
| – | – | ﹤0.01% | 1916 |
|
|
2018
Q2 | $561K | Sell |
10,532
-67
| -0.6% | -$3.57K | ﹤0.01% | 1794 |
|
|
2018
Q1 | $508K | Sell |
10,599
-1,970
| -16% | -$94.4K | ﹤0.01% | 1708 |
|
|
2017
Q4 | $601K | Hold |
12,569
| – | – | ﹤0.01% | 1605 |
|
|
2017
Q3 | $613K | Sell |
12,569
-300
| -2% | -$14.6K | ﹤0.01% | 1597 |
|
|
2017
Q2 | $584K | Hold |
12,869
| – | – | ﹤0.01% | 1596 |
|
|
2017
Q1 | $591K | Buy |
+12,869
| New | +$591K | ﹤0.01% | 1480 |
|