Berman Capital Advisors’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-11
| Closed | – | – | 1796 |
|
|
2020
Q2 | $0 | Sell |
11
-14
| -56% | – | ﹤0.01% | 1866 |
|
|
2020
Q1 | $0 | Buy |
25
+20
| +400% | – | ﹤0.01% | 1698 |
|
|
2019
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 1564 |
|
|
2019
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 1604 |
|
|
2019
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 1595 |
|
|
2019
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1500 |
|