First Manhattan’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-30
| Closed | -$1.35K | – | 1353 |
|
|
2024
Q1 | $1.35K | Hold |
30
| – | – | ﹤0.01% | 1320 |
|
|
2023
Q4 | $1.38K | Hold |
30
| – | – | ﹤0.01% | 1310 |
|
|
2023
Q3 | $1.1K | Hold |
30
| – | – | ﹤0.01% | 1346 |
|
|
2023
Q2 | $1.13K | Hold |
30
| – | – | ﹤0.01% | 1333 |
|
|
2023
Q1 | $1.13K | Hold |
30
| – | – | ﹤0.01% | 1419 |
|
|
2022
Q4 | $1.36K | Hold |
30
| – | – | ﹤0.01% | 1559 |
|
|
2022
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 1491 |
|
|
2022
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 1518 |
|
|
2022
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 1565 |
|
|
2021
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 1550 |
|
|
2021
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 1570 |
|
|
2021
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 1541 |
|
|
2021
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 1452 |
|
|
2020
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 1315 |
|
|
2020
Q3 | $0 | Sell |
30
-150
| -83% | – | ﹤0.01% | 1480 |
|
|
2020
Q2 | $5K | Hold |
180
| – | – | ﹤0.01% | 1253 |
|
|
2020
Q1 | $4K | Hold |
180
| – | – | ﹤0.01% | 1256 |
|
|
2019
Q4 | $7K | Hold |
180
| – | – | ﹤0.01% | 1180 |
|
|
2019
Q3 | $7K | Buy |
+180
| New | +$7K | ﹤0.01% | 1189 |
|