Endeavour Capital Advisors’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-73,862
| Closed | -$2.96M | – | 55 |
|
|
2022
Q2 | $2.96M | Buy |
73,862
+12,239
| +20% | +$491K | 0.57% | 38 |
|
|
2022
Q1 | $2.87M | Sell |
61,623
-65,360
| -51% | -$3.05M | 0.46% | 48 |
|
|
2021
Q4 | $6.36M | Sell |
126,983
-167,641
| -57% | -$8.4M | 0.89% | 37 |
|
|
2021
Q3 | $15.1M | Buy |
294,624
+198,237
| +206% | +$10.2M | 2.18% | 17 |
|
|
2021
Q2 | $4.49M | Buy |
96,387
+28,731
| +42% | +$1.34M | 0.57% | 47 |
|
|
2021
Q1 | $3.37M | Sell |
67,656
-277,740
| -80% | -$13.8M | 0.42% | 52 |
|
|
2020
Q4 | $15.5M | Buy |
345,396
+334,011
| +2,934% | +$15M | 2.31% | 16 |
|
|
2020
Q3 | $307K | Sell |
11,385
-17,291
| -60% | -$466K | 0.08% | 53 |
|
|
2020
Q2 | $823K | Sell |
28,676
-44,790
| -61% | -$1.29M | 0.28% | 40 |
|
|
2020
Q1 | $1.83M | Sell |
73,466
-380,798
| -84% | -$9.49M | 0.64% | 40 |
|
|
2019
Q4 | $20M | Sell |
454,264
-111,163
| -20% | -$4.89M | 3.13% | 10 |
|
|
2019
Q3 | $24.9M | Buy |
565,427
+51,677
| +10% | +$2.28M | 3.9% | 9 |
|
|
2019
Q2 | $21.2M | Buy |
513,750
+129,088
| +34% | +$5.33M | 3.14% | 14 |
|
|
2019
Q1 | $14.8M | Buy |
384,662
+115,547
| +43% | +$4.46M | 2.61% | 20 |
|
|
2018
Q4 | $10.2M | Buy |
269,115
+59,032
| +28% | +$2.24M | 1.68% | 24 |
|
|
2018
Q3 | $9.91M | Buy |
210,083
+70,860
| +51% | +$3.34M | 1.37% | 30 |
|
|
2018
Q2 | $7.42M | Hold |
139,223
| – | – | 1.19% | 35 |
|
|
2018
Q1 | $6.67M | Buy |
+139,223
| New | +$6.67M | 1.09% | 33 |
|