TCI Wealth Advisors’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-275
| Closed | -$10.3K | – | 2256 |
|
|
2023
Q1 | $10.3K | Sell |
275
-1
| -0.4% | -$38 | ﹤0.01% | 1070 |
|
|
2022
Q4 | $12.5K | Sell |
276
-1
| -0.4% | -$45 | ﹤0.01% | 923 |
|
|
2022
Q3 | $13K | Buy |
277
+4
| +1% | +$188 | ﹤0.01% | 884 |
|
|
2022
Q2 | $11K | Sell |
273
-103
| -27% | -$4.15K | ﹤0.01% | 976 |
|
|
2022
Q1 | $18K | Buy |
376
+273
| +265% | +$13.1K | ﹤0.01% | 751 |
|
|
2021
Q4 | $5K | Hold |
103
| – | – | ﹤0.01% | 1734 |
|
|
2021
Q3 | $5K | Buy |
+103
| New | +$5K | ﹤0.01% | 1653 |
|