Aquatic Capital Management’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 |
-2,000
| Closed | -$90.3K | – | 1635 |
|
|
2024
Q1 | $90.3K | Sell |
2,000
-300
| -13% | -$13.5K | ﹤0.01% | 935 |
|
|
2023
Q4 | $106K | Buy |
+2,300
| New | +$106K | ﹤0.01% | 994 |
|
|
2022
Q4 | – | Sell |
-5,700
| Closed | -$265K | – | 1882 |
|
|
2022
Q3 | $265K | Buy |
+5,700
| New | +$265K | 0.03% | 551 |
|
|
2022
Q2 | – | Sell |
-300
| Closed | -$14K | – | 1607 |
|
|
2022
Q1 | $14K | Buy |
+300
| New | +$14K | 0.02% | 594 |
|