Buckingham Strategic Wealth’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 | $252K | Hold |
5,354
| – | – | ﹤0.01% | 645 |
|
|
2024
Q1 | $242K | Buy |
5,354
+7
| +0.1% | +$316 | ﹤0.01% | 653 |
|
|
2023
Q4 | $246K | Buy |
+5,347
| New | +$246K | ﹤0.01% | 628 |
|
|
2023
Q3 | – | Sell |
-5,439
| Closed | -$205K | – | 718 |
|
|
2023
Q2 | $205K | Sell |
5,439
-483
| -8% | -$18.2K | ﹤0.01% | 636 |
|
|
2023
Q1 | $269K | Hold |
5,922
| – | – | ﹤0.01% | 502 |
|
|
2022
Q4 | $269K | Hold |
5,922
| – | – | ﹤0.01% | 504 |
|
|
2022
Q3 | $275K | Hold |
5,922
| – | – | 0.01% | 487 |
|
|
2022
Q2 | $237K | Hold |
5,922
| – | – | ﹤0.01% | 521 |
|
|
2022
Q1 | $276K | Buy |
+5,922
| New | +$276K | 0.01% | 491 |
|