Disciplined Investments’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11
| Closed | -$415 | – | 1569 |
|
|
2023
Q2 | $415 | Sell |
11
-1
| -8% | -$38 | ﹤0.01% | 1288 |
|
|
2023
Q1 | $451 | Buy |
12
+2
| +20% | +$75 | ﹤0.01% | 1263 |
|
|
2022
Q4 | $453 | Sell |
10
-4
| -29% | -$181 | ﹤0.01% | 1217 |
|
|
2022
Q3 | $1K | Buy |
14
+7
| +100% | +$500 | ﹤0.01% | 1141 |
|
|
2022
Q2 | $0 | Sell |
7
-4
| -36% | – | ﹤0.01% | 1666 |
|
|
2022
Q1 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1240 |
|