Sterling Investment Advisors (Pennsylvania)’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $121K | Hold |
|
|||||
|
2022
Q1 | $141K | Hold |
|
|||||
|
2021
Q4 | $151K | Sell |
|
|||||
|
2021
Q3 | $175K | Sell |
|
|||||
|
2021
Q2 | $173K | Buy |
|
|||||
|
2021
Q1 | $150K | Hold |
|
|||||
|
2020
Q4 | $136K | Hold |
|
|||||
|
2020
Q3 | $81K | Hold |
|
|||||
|
2020
Q2 | $86K | Hold |
|
|||||
|
2020
Q1 | $75K | Hold |
|
|||||
|
2019
Q4 | $132K | Sell |
|
|||||
|
2019
Q3 | $232K | Hold |
|
|||||
|
2019
Q2 | $218K | Sell |
|
|||||
|
2019
Q1 | $208K | Buy |
|
|||||
|
2018
Q4 | $196K | Hold |
|
|||||
|
2018
Q3 | $244K | Buy |
|
|||||
|
2018
Q2 | $275K | Sell |
|
|||||
|
2018
Q1 | $314K | Sell |
|
|||||
|
2017
Q4 | $517K | Sell |
|
|||||
|
2017
Q3 | $678K | Sell |
|
|||||
|
2017
Q2 | $835K | Sell |
|
|||||
|
2017
Q1 | $896K | Hold |
|
|||||
|
2016
Q4 | $904K | Buy |
|