JCIA
Jackson Creek Investment Advisors’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-31,833
| Closed | -$1.62M | – | 364 |
|
|
2024
Q3 | $1.62M | Buy |
31,833
+7,155
| +29% | +$365K | 0.48% | 76 |
|
|
2024
Q2 | $1.16M | Sell |
24,678
-40
| -0.2% | -$1.88K | 0.42% | 70 |
|
|
2024
Q1 | $1.12M | Sell |
24,718
-58
| -0.2% | -$2.62K | 0.4% | 95 |
|
|
2023
Q4 | $1.14M | Buy |
+24,776
| New | +$1.14M | 0.44% | 57 |
|