RIA
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Realta Investment Advisors’s WSFS Financial WSFS Stock Holding History

Realta Investment Advisors’s Portfolio WSFS Stock Details WSFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-150
Closed -$7K – 1410
2019
Q4 		$7K Hold
150
– – ﹤0.01% 1266
2019
Q3 		$7K Hold
150
– – ﹤0.01% 1245
2019
Q2 		$6K Hold
150
– – ﹤0.01% 1338
2019
Q1 		$6K Buy
+150
New +$6K ﹤0.01% 1046