GW Henssler & Associates’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-7,707
| Closed | -$384K | – | 269 |
|
|
2021
Q1 | $384K | Sell |
7,707
-1,025
| -12% | -$51.1K | 0.03% | 152 |
|
|
2020
Q4 | $392K | Sell |
8,732
-697
| -7% | -$31.3K | 0.03% | 140 |
|
|
2020
Q3 | $254K | Buy |
9,429
+125
| +1% | +$3.37K | 0.02% | 165 |
|
|
2020
Q2 | $267K | Sell |
9,304
-1,704
| -15% | -$48.9K | 0.02% | 142 |
|
|
2020
Q1 | $274K | Sell |
11,008
-344
| -3% | -$8.56K | 0.03% | 159 |
|
|
2019
Q4 | $499K | Buy |
11,352
+2,052
| +22% | +$90.2K | 0.04% | 130 |
|
|
2019
Q3 | $410K | Buy |
+9,300
| New | +$410K | 0.04% | 124 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 131 |
|