Sutton Wealth Advisors’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-453
| Closed | -$20.5K | – | 1574 |
|
|
2022
Q4 | $20.5K | Buy |
453
+2
| +0.4% | +$91 | 0.01% | 684 |
|
|
2022
Q3 | $21K | Buy |
451
+180
| +66% | +$8.36K | 0.01% | 647 |
|
|
2022
Q2 | $10.9K | Sell |
271
-781
| -74% | -$31.3K | ﹤0.01% | 877 |
|
|
2022
Q1 | $49K | Buy |
1,052
+688
| +189% | +$32.1K | 0.02% | 406 |
|
|
2021
Q4 | $18.2K | Buy |
364
+11
| +3% | +$551 | 0.01% | 738 |
|
|
2021
Q3 | $18.1K | Buy |
353
+87
| +33% | +$4.46K | 0.01% | 724 |
|
|
2021
Q2 | $12.4K | Buy |
+266
| New | +$12.4K | ﹤0.01% | 840 |
|