MODERA WEALTH MANAGEMENT, LLC – WSFS Financial Corporation Transaction History
MODERA WEALTH MANAGEMENT, LLC portfolio value:
$3.54M
portfolio value
MODERA WEALTH MANAGEMENT, LLC quarter portfolio value change:
+15.89%
quarter
WSFS Financial Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -20.10% | -19.18K shares | -283K | $46.46 | 76.28K |
| Q2 2022 | share | Decrease | -16.86% | -19.36K shares | -1.52M | $40.09 | 95.46K |
| Q1 2022 | share | Increase | +826.21% | 102.43K shares | 4.73M | $46.62 | 114.83K |
| Q4 2021 | share | Increase | +10.87% | 1.21K shares | 47K | $50.74 | 12.39K |
| Q3 2021 | share | 0.00% | 0 shares | 53K | $51.19 | 11.18K | |
| Q2 2021 | share | 0.00% | 0 shares | -36K | $46.34 | 11.18K | |
| Q1 2021 | share | 0.00% | 0 shares | 55K | $49.4 | 11.18K | |
| Q4 2020 | share | Increase | 0.00% | 11.18K shares | 502K | $44.41 | 11.18K |