Johnson Investment Counsel’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-41,260
| Closed | -$1.85M | – | 625 |
|
|
2020
Q4 | $1.85M | Sell |
41,260
-8,662
| -17% | -$389K | 0.03% | 203 |
|
|
2020
Q3 | $1.35M | Buy |
49,922
+15,830
| +46% | +$427K | 0.02% | 228 |
|
|
2020
Q2 | $978K | Buy |
34,092
+10,050
| +42% | +$288K | 0.02% | 285 |
|
|
2020
Q1 | $599K | Hold |
24,042
| – | – | 0.01% | 333 |
|
|
2019
Q4 | $1.06M | Hold |
24,042
| – | – | 0.02% | 310 |
|
|
2019
Q3 | $1.06M | Hold |
24,042
| – | – | 0.02% | 289 |
|
|
2019
Q2 | $992K | Sell |
24,042
-23
| -0.1% | -$949 | 0.02% | 311 |
|
|
2019
Q1 | $928K | Buy |
+24,065
| New | +$928K | 0.02% | 323 |
|