Dynamic Technology Lab’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,525
| Closed | -$792K | – | 1400 |
|
|
2024
Q3 | $792K | Buy |
+15,525
| New | +$792K | 0.08% | 412 |
|
|
2022
Q1 | – | Sell |
-9,270
| Closed | -$465K | – | 1576 |
|
|
2021
Q4 | $465K | Buy |
+9,270
| New | +$465K | 0.05% | 626 |
|
|
2021
Q3 | – | Sell |
-30,550
| Closed | -$1.42M | – | 1508 |
|
|
2021
Q2 | $1.42M | Buy |
+30,550
| New | +$1.42M | 0.14% | 203 |
|
|
2020
Q3 | – | Sell |
-7,815
| Closed | -$224K | – | 1392 |
|
|
2020
Q2 | $224K | Buy |
+7,815
| New | +$224K | 0.03% | 772 |
|
|
2019
Q4 | – | Sell |
-10,226
| Closed | -$451K | – | 1345 |
|
|
2019
Q3 | $451K | Buy |
+10,226
| New | +$451K | 0.08% | 471 |
|
|
2018
Q4 | – | Sell |
-5,020
| Closed | -$237K | – | 1359 |
|
|
2018
Q3 | $237K | Buy |
5,020
+1,016
| +25% | +$48K | 0.03% | 833 |
|
|
2018
Q2 | $213K | Sell |
4,004
-5,292
| -57% | -$282K | 0.03% | 824 |
|
|
2018
Q1 | $445K | Buy |
9,296
+1,135
| +14% | +$54.3K | 0.07% | 534 |
|
|
2017
Q4 | $390K | Buy |
+8,161
| New | +$390K | 0.07% | 569 |
|
|
2017
Q1 | – | Sell |
-15,537
| Closed | -$720K | – | 1304 |
|
|
2016
Q4 | $720K | Buy |
15,537
+1,697
| +12% | +$78.6K | 0.19% | 115 |
|
|
2016
Q3 | $505K | Buy |
13,840
+3,864
| +39% | +$141K | 0.14% | 234 |
|
|
2016
Q2 | $321K | Buy |
+9,976
| New | +$321K | 0.09% | 484 |
|
|
2015
Q1 | – | Sell |
-14,955
| Closed | -$383K | – | 903 |
|
|
2014
Q4 | $383K | Buy |
+14,955
| New | +$383K | 0.19% | 167 |
|