Duality Advisers’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,257
| Closed | -$291K | – | 804 |
|
|
2022
Q3 | $291K | Sell |
6,257
-13,294
| -68% | -$618K | 0.03% | 463 |
|
|
2022
Q2 | $784K | Buy |
19,551
+2,836
| +17% | +$114K | 0.08% | 400 |
|
|
2022
Q1 | $779K | Buy |
16,715
+10,015
| +149% | +$467K | 0.08% | 383 |
|
|
2021
Q4 | $336K | Buy |
+6,700
| New | +$336K | 0.04% | 437 |
|
|
2021
Q3 | – | Sell |
-14,599
| Closed | -$680K | – | 725 |
|
|
2021
Q2 | $680K | Buy |
+14,599
| New | +$680K | 0.06% | 399 |
|