Carmichael Hill & Associates’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-44
| Closed | -$1.61K | – | 719 |
|
|
2023
Q3 | $1.61K | Hold |
44
| – | – | ﹤0.01% | 602 |
|
|
2023
Q2 | $1.66K | Hold |
44
| – | – | ﹤0.01% | 608 |
|
|
2023
Q1 | $1.66K | Hold |
44
| – | – | ﹤0.01% | 606 |
|
|
2022
Q4 | $2K | Hold |
44
| – | – | ﹤0.01% | 574 |
|
|
2022
Q3 | $2K | Hold |
44
| – | – | ﹤0.01% | 641 |
|
|
2022
Q2 | $2K | Buy |
+44
| New | +$2K | ﹤0.01% | 623 |
|