Aviance Capital Partners’s WSFS Financial WSFS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-9,684
Closed -$435K 279
2020
Q4
$435K Sell
9,684
-238
-2% -$10.7K 0.09% 192
2020
Q3
$268K Buy
9,922
+789
+9% +$21.3K 0.06% 214
2020
Q2
$262K Buy
+9,133
New +$262K 0.06% 210