Amundi’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,636
| Closed | -$445K | – | 2048 |
|
|
2024
Q1 | $445K | Buy |
10,636
+2,740
| +35% | +$115K | ﹤0.01% | 1458 |
|
|
2023
Q4 | $352K | Buy |
7,896
+235
| +3% | +$10.5K | ﹤0.01% | 1498 |
|
|
2023
Q3 | $270K | Sell |
7,661
-196
| -2% | -$6.92K | ﹤0.01% | 1525 |
|
|
2023
Q2 | $304K | Sell |
7,857
-544
| -6% | -$21.1K | ﹤0.01% | 1496 |
|
|
2023
Q1 | $304K | Buy |
+8,401
| New | +$304K | ﹤0.01% | 1461 |
|