Lazard Asset Management’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-643
| Closed | -$23K | – | 2515 |
|
|
2023
Q3 | $23K | Hold |
643
| – | – | ﹤0.01% | 2079 |
|
|
2023
Q2 | $24K | Hold |
643
| – | – | ﹤0.01% | 2072 |
|
|
2023
Q1 | $24K | Buy |
+643
| New | +$24K | ﹤0.01% | 2021 |
|
|
2022
Q1 | – | Sell |
-344
| Closed | -$17K | – | 2572 |
|
|
2021
Q4 | $17K | Buy |
+344
| New | +$17K | ﹤0.01% | 2077 |
|
|
2021
Q3 | – | Sell |
-720
| Closed | -$33K | – | 2313 |
|
|
2021
Q2 | $33K | Hold |
720
| – | – | ﹤0.01% | 1747 |
|
|
2021
Q1 | $35K | Buy |
+720
| New | +$35K | ﹤0.01% | 1606 |
|
|
2020
Q1 | – | Sell |
-304
| Closed | -$13K | – | 1782 |
|
|
2019
Q4 | $13K | Hold |
304
| – | – | ﹤0.01% | 1358 |
|
|
2019
Q3 | $13K | Buy |
+304
| New | +$13K | ﹤0.01% | 1239 |
|