Harbor Investment Advisory’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 |
-1,672
| Closed | -$63.1K | – | 1349 |
|
|
2023
Q2 | $63.1K | Hold |
1,672
| – | – | 0.01% | 640 |
|
|
2023
Q1 | $62.9K | Hold |
1,672
| – | – | 0.01% | 637 |
|
|
2022
Q4 | $75.8K | Sell |
1,672
-378
| -18% | -$17.1K | 0.01% | 562 |
|
|
2022
Q3 | $95K | Hold |
2,050
| – | – | 0.02% | 482 |
|
|
2022
Q2 | $82K | Hold |
2,050
| – | – | 0.01% | 553 |
|
|
2022
Q1 | $96K | Buy |
2,050
+621
| +43% | +$29.1K | 0.01% | 544 |
|
|
2021
Q4 | $72K | Hold |
1,429
| – | – | 0.01% | 638 |
|
|
2021
Q3 | $73K | Hold |
1,429
| – | – | 0.01% | 611 |
|
|
2021
Q2 | $67K | Hold |
1,429
| – | – | 0.01% | 623 |
|
|
2021
Q1 | $71K | Hold |
1,429
| – | – | 0.01% | 576 |
|
|
2020
Q4 | $64K | Buy |
1,429
+456
| +47% | +$20.4K | 0.01% | 571 |
|
|
2020
Q3 | $26K | Buy |
973
+588
| +153% | +$15.7K | 0.01% | 668 |
|
|
2020
Q2 | $11K | Buy |
385
+134
| +53% | +$3.83K | ﹤0.01% | 768 |
|
|
2020
Q1 | $6K | Buy |
+251
| New | +$6K | ﹤0.01% | 841 |
|