CIM Investment Management’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,086
| Closed | -$205K | – | 304 |
|
|
2021
Q4 | $205K | Hold |
4,086
| – | – | 0.06% | 286 |
|
|
2021
Q3 | $210K | Buy |
+4,086
| New | +$210K | 0.07% | 279 |
|
|
2021
Q2 | – | Sell |
-4,086
| Closed | -$203K | – | 330 |
|
|
2021
Q1 | $203K | Buy |
+4,086
| New | +$203K | 0.06% | 288 |
|
|
2019
Q4 | – | Sell |
-6,303
| Closed | -$278K | – | 306 |
|
|
2019
Q3 | $278K | Hold |
6,303
| – | – | 0.1% | 249 |
|
|
2019
Q2 | $260K | Buy |
+6,303
| New | +$260K | 0.1% | 267 |
|