Centiva Capital’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,649
| Closed | -$441K | – | 1904 |
|
|
2024
Q3 | $441K | Buy |
+8,649
| New | +$441K | 0.01% | 879 |
|
|
2024
Q1 | – | Sell |
-5,815
| Closed | -$267K | – | 1780 |
|
|
2023
Q4 | $267K | Buy |
+5,815
| New | +$267K | 0.01% | 832 |
|
|
2023
Q3 | – | Sell |
-5,306
| Closed | -$200K | – | 1621 |
|
|
2023
Q2 | $200K | Buy |
+5,306
| New | +$200K | ﹤0.01% | 963 |
|
|
2023
Q1 | – | Sell |
-7,450
| Closed | -$338K | – | 1376 |
|
|
2022
Q4 | $338K | Buy |
+7,450
| New | +$338K | 0.01% | 565 |
|
|
2021
Q4 | – | Sell |
-24,000
| Closed | -$1.23M | – | 1148 |
|
|
2021
Q3 | $1.23M | Buy |
+24,000
| New | +$1.23M | 0.08% | 209 |
|
|
2020
Q1 | – | Sell |
-5,654
| Closed | -$249K | – | 589 |
|
|
2019
Q4 | $249K | Buy |
+5,654
| New | +$249K | 0.01% | 330 |
|