Eagle Asset Management’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $14.3M | Buy |
255,452
+3,861
| +2% | +$216K | 0.07% | 231 |
|
|
2024
Q2 | $11.7M | Sell |
251,591
-6,663
| -3% | -$309K | 0.06% | 261 |
|
|
2024
Q1 | $11.4M | Sell |
258,254
-30,775
| -11% | -$1.36M | 0.06% | 271 |
|
|
2023
Q4 | $13.3M | Buy |
289,029
+1,714
| +0.6% | +$78.7K | 0.07% | 236 |
|
|
2023
Q3 | $10.5M | Buy |
287,315
+1,493
| +0.5% | +$54.5K | 0.06% | 252 |
|
|
2023
Q2 | $10.8M | Buy |
285,822
+5,520
| +2% | +$208K | 0.06% | 249 |
|
|
2023
Q1 | $10.5M | Buy |
280,302
+46,642
| +20% | +$1.75M | 0.06% | 245 |
|
|
2022
Q4 | $10.5M | Sell |
233,660
-4,554
| -2% | -$205K | 0.06% | 230 |
|
|
2022
Q3 | $11.1M | Sell |
238,214
-2,761
| -1% | -$128K | 0.07% | 228 |
|
|
2022
Q2 | $9.66M | Sell |
240,975
-2,671
| -1% | -$107K | 0.06% | 244 |
|
|
2022
Q1 | $11.4M | Buy |
+243,646
| New | +$11.4M | 0.06% | 255 |
|
|
2020
Q3 | – | Sell |
-86,598
| Closed | -$2.39M | – | 605 |
|
|
2020
Q2 | $2.39M | Sell |
86,598
-399,248
| -82% | -$11M | 0.01% | 429 |
|
|
2020
Q1 | $16.8M | Buy |
485,846
+241,536
| +99% | +$8.34M | 0.1% | 222 |
|
|
2019
Q4 | $10.7M | Sell |
244,310
-16,857
| -6% | -$742K | 0.05% | 309 |
|
|
2019
Q3 | $11.5M | Sell |
261,167
-27,917
| -10% | -$1.23M | 0.06% | 289 |
|
|
2019
Q2 | $11.9M | Sell |
289,084
-4,521
| -2% | -$187K | 0.06% | 282 |
|
|
2019
Q1 | $11.3M | Sell |
293,605
-4,787
| -2% | -$185K | 0.06% | 288 |
|
|
2018
Q4 | $11.3M | Sell |
298,392
-610
| -0.2% | -$23.1K | 0.07% | 274 |
|
|
2018
Q3 | $14.1M | Buy |
299,002
+54,182
| +22% | +$2.55M | 0.07% | 293 |
|
|
2018
Q2 | $13M | Sell |
244,820
-25,300
| -9% | -$1.35M | 0.07% | 291 |
|
|
2018
Q1 | $12.9M | Buy |
270,120
+100,956
| +60% | +$4.84M | 0.07% | 290 |
|
|
2017
Q4 | $8.09M | Sell |
169,164
-39,401
| -19% | -$1.89M | 0.04% | 352 |
|
|
2017
Q3 | $10.3M | Buy |
208,565
+38,009
| +22% | +$1.87M | 0.06% | 330 |
|
|
2017
Q2 | $7.73M | Sell |
170,556
-1,093
| -0.6% | -$49.6K | 0.05% | 358 |
|
|
2017
Q1 | $7.89M | Buy |
+171,649
| New | +$7.89M | 0.05% | 357 |
|