BBVA USA Bancshares’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 | $434K | Sell |
8,722
-183
| -2% | -$9.11K | 0.02% | 419 |
|
|
2020
Q4 | $400K | Sell |
8,905
-820
| -8% | -$36.8K | 0.02% | 422 |
|
|
2020
Q3 | $262K | Sell |
9,725
-564
| -5% | -$15.2K | 0.02% | 464 |
|
|
2020
Q2 | $295K | Buy |
+10,289
| New | +$295K | 0.02% | 447 |
|
|
2020
Q1 | – | Sell |
-6,852
| Closed | -$301K | – | 659 |
|
|
2019
Q4 | $301K | Buy |
+6,852
| New | +$301K | 0.02% | 450 |
|
|
2019
Q3 | – | Sell |
-6,145
| Closed | -$253K | – | 507 |
|
|
2019
Q2 | $253K | Buy |
6,145
+760
| +14% | +$31.3K | 0.02% | 479 |
|
|
2019
Q1 | $208K | Buy |
+5,385
| New | +$208K | 0.01% | 497 |
|