EVM
Eaton Vance Management’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $317K | Buy |
6,816
+115
| +2% | +$5.35K | ﹤0.01% | 1417 |
|
|
2022
Q2 | $269K | Sell |
6,701
-1,376
| -17% | -$55.2K | ﹤0.01% | 1482 |
|
|
2022
Q1 | $377K | Buy |
8,077
+788
| +11% | +$36.8K | ﹤0.01% | 1577 |
|
|
2021
Q4 | $366K | Buy |
7,289
+158
| +2% | +$7.93K | ﹤0.01% | 1399 |
|
|
2021
Q3 | $339K | Buy |
7,131
+531
| +8% | +$25.2K | ﹤0.01% | 1266 |
|
|
2021
Q2 | $307K | Sell |
6,600
-246
| -4% | -$11.4K | ﹤0.01% | 1473 |
|
|
2021
Q1 | $341K | Buy |
6,846
+246
| +4% | +$12.3K | ﹤0.01% | 1364 |
|
|
2020
Q4 | $296K | Buy |
+6,600
| New | +$296K | ﹤0.01% | 1336 |
|
|
2020
Q1 | – | Sell |
-6,600
| Closed | -$290K | – | 1352 |
|
|
2019
Q4 | $290K | Hold |
6,600
| – | – | ﹤0.01% | 1222 |
|
|
2019
Q3 | $291K | Hold |
6,600
| – | – | ﹤0.01% | 1199 |
|
|
2019
Q2 | $273K | Buy |
+6,600
| New | +$273K | ﹤0.01% | 1203 |
|