Everence Capital Management’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,320
| Closed | -$373K | – | 1049 |
|
|
2024
Q3 | $373K | Hold |
7,320
| – | – | 0.02% | 513 |
|
|
2024
Q2 | $313 | Hold |
7,320
| – | – | 0.02% | 531 |
|
|
2024
Q1 | $330 | Hold |
7,320
| – | – | 0.02% | 537 |
|
|
2023
Q4 | $336K | Hold |
7,320
| – | – | 0.02% | 533 |
|
|
2023
Q3 | $267 | Sell |
7,320
-2,910
| -28% | -$106 | 0.02% | 581 |
|
|
2023
Q2 | $342K | Hold |
10,230
| – | – | 0.03% | 477 |
|
|
2023
Q1 | $385 | Hold |
10,230
| – | – | 0.03% | 447 |
|
|
2022
Q4 | $464 | Hold |
10,230
| – | – | 0.04% | 394 |
|
|
2022
Q3 | $475K | Hold |
10,230
| – | – | 0.04% | 359 |
|
|
2022
Q2 | $410K | Hold |
10,230
| – | – | 0.04% | 411 |
|
|
2022
Q1 | $477K | Buy |
10,230
+4,770
| +87% | +$222K | 0.04% | 419 |
|
|
2021
Q4 | $274K | Hold |
5,460
| – | – | 0.02% | 619 |
|
|
2021
Q3 | $280K | Hold |
5,460
| – | – | 0.02% | 585 |
|
|
2021
Q2 | $254K | Hold |
5,460
| – | – | 0.02% | 615 |
|
|
2021
Q1 | $272K | Buy |
+5,460
| New | +$272K | 0.02% | 592 |
|