Ergoteles’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,457
| Closed | -$206K | – | 858 |
|
|
2023
Q2 | $206K | Sell |
5,457
-22,823
| -81% | -$861K | 0.01% | 849 |
|
|
2023
Q1 | $1.06M | Buy |
28,280
+17,568
| +164% | +$661K | 0.04% | 475 |
|
|
2022
Q4 | $486K | Sell |
10,712
-3,193
| -23% | -$145K | 0.02% | 709 |
|
|
2022
Q3 | $646K | Buy |
+13,905
| New | +$646K | 0.02% | 662 |
|
|
2021
Q4 | – | Sell |
-157,935
| Closed | -$8.1M | – | 1630 |
|
|
2021
Q3 | $8.1M | Buy |
157,935
+145,583
| +1,179% | +$7.47M | 0.3% | 92 |
|
|
2021
Q2 | $575K | Buy |
+12,352
| New | +$575K | 0.01% | 741 |
|