SeaCrest Wealth Management’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,933
| Closed | -$314K | – | 673 |
|
|
2022
Q4 | $314K | Hold |
6,933
| – | – | 0.05% | 439 |
|
|
2022
Q3 | $322K | Hold |
6,933
| – | – | 0.05% | 419 |
|
|
2022
Q2 | $278K | Hold |
6,933
| – | – | 0.04% | 489 |
|
|
2022
Q1 | $323K | Hold |
6,933
| – | – | 0.04% | 486 |
|
|
2021
Q4 | $347K | Hold |
6,933
| – | – | 0.04% | 466 |
|
|
2021
Q3 | $356K | Hold |
6,933
| – | – | 0.04% | 443 |
|
|
2021
Q2 | $323K | Sell |
6,933
-14
| -0.2% | -$652 | 0.04% | 472 |
|
|
2021
Q1 | $346K | Sell |
6,947
-19
| -0.3% | -$946 | 0.05% | 418 |
|
|
2020
Q4 | $313K | Sell |
6,966
-2,918
| -30% | -$131K | 0.04% | 418 |
|
|
2020
Q3 | $267K | Buy |
9,884
+33
| +0.3% | +$891 | 0.04% | 434 |
|
|
2020
Q2 | $283K | Hold |
9,851
| – | – | 0.05% | 406 |
|
|
2020
Q1 | $245K | Hold |
9,851
| – | – | 0.05% | 382 |
|
|
2019
Q4 | $433K | Buy |
9,851
+331
| +3% | +$14.5K | 0.07% | 314 |
|
|
2019
Q3 | $420K | Hold |
9,520
| – | – | 0.08% | 302 |
|
|
2019
Q2 | $393K | Sell |
9,520
-8,918
| -48% | -$368K | 0.08% | 307 |
|
|
2019
Q1 | $712K | Buy |
+18,438
| New | +$712K | 0.12% | 172 |
|