Kennedy Capital Management’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-20,730
| Closed | -$952K | – | 775 |
|
|
2023
Q4 | $952K | Buy |
+20,730
| New | +$952K | 0.02% | 591 |
|
|
2021
Q4 | – | Sell |
-72,793
| Closed | -$3.74M | – | 647 |
|
|
2021
Q3 | $3.74M | Buy |
72,793
+606
| +0.8% | +$31.1K | 0.08% | 395 |
|
|
2021
Q2 | $3.36M | Buy |
72,187
+617
| +0.9% | +$28.7K | 0.07% | 430 |
|
|
2021
Q1 | $3.56M | Sell |
71,570
-370,936
| -84% | -$18.5M | 0.07% | 438 |
|
|
2020
Q4 | $19.9M | Buy |
442,506
+39,046
| +10% | +$1.75M | 0.45% | 30 |
|
|
2020
Q3 | $10.9M | Buy |
403,460
+36,788
| +10% | +$992K | 0.31% | 83 |
|
|
2020
Q2 | $10.5M | Sell |
366,672
-5,030
| -1% | -$144K | 0.3% | 78 |
|
|
2020
Q1 | $9.26M | Sell |
371,702
-29,903
| -7% | -$745K | 0.34% | 59 |
|
|
2019
Q4 | $17.7M | Buy |
401,605
+119,018
| +42% | +$5.24M | 0.43% | 27 |
|
|
2019
Q3 | $12.5M | Buy |
+282,587
| New | +$12.5M | 0.31% | 71 |
|