Man Group’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Hold |
0
| – | -$1.5M | – | 2199 |
|
|
2022
Q2 | – | Sell |
-51,459
| Closed | -$2.4M | – | 1213 |
|
|
2022
Q1 | $2.4M | Buy |
51,459
+46,715
| +985% | +$2.18M | 0.01% | 1157 |
|
|
2021
Q4 | $238K | Buy |
+4,744
| New | +$238K | ﹤0.01% | 1715 |
|
|
2021
Q2 | – | Sell |
-10,758
| Closed | -$535K | – | 2027 |
|
|
2021
Q1 | $535K | Buy |
+10,758
| New | +$535K | ﹤0.01% | 1458 |
|
|
2020
Q4 | – | Sell |
-22,468
| Closed | -$606K | – | 1939 |
|
|
2020
Q3 | $606K | Sell |
22,468
-99,581
| -82% | -$2.69M | ﹤0.01% | 1501 |
|
|
2020
Q2 | $3.5M | Buy |
+122,049
| New | +$3.5M | 0.02% | 830 |
|
|
2020
Q1 | – | Sell |
-6,834
| Closed | -$300K | – | 1890 |
|
|
2019
Q4 | $300K | Sell |
6,834
-10,884
| -61% | -$478K | ﹤0.01% | 1673 |
|
|
2019
Q3 | $781K | Buy |
+17,718
| New | +$781K | ﹤0.01% | 1486 |
|
|
2018
Q2 | – | Sell |
-6,385
| Closed | -$306K | – | 2222 |
|
|
2018
Q1 | $306K | Buy |
+6,385
| New | +$306K | ﹤0.01% | 1809 |
|