Meeder Asset Management’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-286
| Closed | -$13K | – | 842 |
|
|
2022
Q4 | $13K | Sell |
286
-574
| -67% | -$26K | ﹤0.01% | 633 |
|
|
2022
Q3 | $40K | Hold |
860
| – | – | ﹤0.01% | 910 |
|
|
2022
Q2 | $34K | Hold |
860
| – | – | ﹤0.01% | 971 |
|
|
2022
Q1 | $40K | Buy |
+860
| New | +$40K | ﹤0.01% | 1039 |
|
|
2020
Q2 | – | Sell |
-1,305
| Closed | -$33K | – | 2511 |
|
|
2020
Q1 | $33K | Hold |
1,305
| – | – | ﹤0.01% | 1059 |
|
|
2019
Q4 | $57K | Hold |
1,305
| – | – | ﹤0.01% | 988 |
|
|
2019
Q3 | $58K | Hold |
1,305
| – | – | ﹤0.01% | 963 |
|
|
2019
Q2 | $54K | Hold |
1,305
| – | – | ﹤0.01% | 939 |
|
|
2019
Q1 | $50K | Buy |
+1,305
| New | +$50K | ﹤0.01% | 883 |
|
|
2017
Q4 | – | Sell |
-325
| Closed | -$16K | – | 1817 |
|
|
2017
Q3 | $16K | Hold |
325
| – | – | ﹤0.01% | 956 |
|
|
2017
Q2 | $15K | Buy |
325
+226
| +228% | +$10.4K | ﹤0.01% | 892 |
|
|
2017
Q1 | $5K | Buy |
+99
| New | +$5K | ﹤0.01% | 1102 |
|