SIAP
Sterling Investment Advisors (Pennsylvania)’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,020
| Closed | -$121K | – | 528 |
|
|
2022
Q2 | $121K | Hold |
3,020
| – | – | 0.04% | 160 |
|
|
2022
Q1 | $141K | Hold |
3,020
| – | – | 0.04% | 165 |
|
|
2021
Q4 | $151K | Sell |
3,020
-400
| -12% | -$20K | 0.04% | 164 |
|
|
2021
Q3 | $175K | Sell |
3,420
-300
| -8% | -$15.4K | 0.05% | 153 |
|
|
2021
Q2 | $173K | Buy |
3,720
+700
| +23% | +$32.6K | 0.05% | 154 |
|
|
2021
Q1 | $150K | Hold |
3,020
| – | – | 0.05% | 156 |
|
|
2020
Q4 | $136K | Hold |
3,020
| – | – | 0.05% | 158 |
|
|
2020
Q3 | $81K | Hold |
3,020
| – | – | 0.03% | 181 |
|
|
2020
Q2 | $86K | Hold |
3,020
| – | – | 0.04% | 175 |
|
|
2020
Q1 | $75K | Hold |
3,020
| – | – | 0.04% | 162 |
|
|
2019
Q4 | $132K | Sell |
3,020
-2,250
| -43% | -$98.3K | 0.06% | 139 |
|
|
2019
Q3 | $232K | Hold |
5,270
| – | – | 0.12% | 99 |
|
|
2019
Q2 | $218K | Sell |
5,270
-128
| -2% | -$5.3K | 0.11% | 107 |
|
|
2019
Q1 | $208K | Buy |
5,398
+225
| +4% | +$8.67K | 0.11% | 114 |
|
|
2018
Q4 | $196K | Hold |
5,173
| – | – | 0.12% | 108 |
|
|
2018
Q3 | $244K | Buy |
5,173
+13
| +0.3% | +$613 | 0.13% | 107 |
|
|
2018
Q2 | $275K | Sell |
5,160
-1,400
| -21% | -$74.6K | 0.16% | 98 |
|
|
2018
Q1 | $314K | Sell |
6,560
-4,250
| -39% | -$203K | 0.19% | 90 |
|
|
2017
Q4 | $517K | Sell |
10,810
-3,100
| -22% | -$148K | 0.32% | 75 |
|
|
2017
Q3 | $678K | Sell |
13,910
-4,500
| -24% | -$219K | 0.45% | 66 |
|
|
2017
Q2 | $835K | Sell |
18,410
-1,100
| -6% | -$49.9K | 0.56% | 54 |
|
|
2017
Q1 | $896K | Hold |
19,510
| – | – | 0.64% | 49 |
|
|
2016
Q4 | $904K | Buy |
+19,510
| New | +$904K | 0.72% | 45 |
|