Simplex Trading’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Hold |
0
| – | – | – | 4198 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 4148 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 4202 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 4205 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 4242 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 4196 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 4230 |
|
|
2023
Q1 | – | Sell |
-30
| Closed | -$1K | – | 4258 |
|
|
2022
Q4 | $1K | Sell |
30
-212
| -88% | -$7.07K | ﹤0.01% | 2326 |
|
|
2022
Q3 | $11K | Buy |
242
+224
| +1,244% | +$10.2K | ﹤0.01% | 1987 |
|
|
2022
Q2 | $0 | Buy |
+18
| New | – | ﹤0.01% | 4390 |
|
|
2022
Q1 | – | Sell |
-236
| Closed | -$11K | – | 4415 |
|
|
2021
Q4 | $11K | Buy |
+236
| New | +$11K | ﹤0.01% | 2406 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4036 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3834 |
|
|
2020
Q4 | – | Sell |
-739
| Closed | -$19K | – | 3513 |
|
|
2020
Q3 | $19K | Buy |
+739
| New | +$19K | ﹤0.01% | 1599 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3236 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3205 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3104 |
|