TA
Tiedemann Advisors’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-7,404
| Closed | -$212K | – | 334 |
|
|
2020
Q2 | $212K | Sell |
7,404
-16,170
| -69% | -$463K | 0.01% | 277 |
|
|
2020
Q1 | $587K | Buy |
23,574
+7,404
| +46% | +$184K | 0.04% | 191 |
|
|
2019
Q4 | $711K | Hold |
16,170
| – | – | 0.03% | 187 |
|
|
2019
Q3 | $713K | Hold |
16,170
| – | – | 0.03% | 200 |
|
|
2019
Q2 | $668K | Hold |
16,170
| – | – | 0.03% | 182 |
|
|
2019
Q1 | $624K | Hold |
16,170
| – | – | 0.03% | 275 |
|
|
2018
Q4 | $613K | Hold |
16,170
| – | – | 0.03% | 263 |
|
|
2018
Q3 | $762K | Hold |
16,170
| – | – | 0.05% | 193 |
|
|
2018
Q2 | $862K | Buy |
+16,170
| New | +$862K | 0.06% | 178 |
|