Moody Aldrich Partners’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-59,384
| Closed | -$2.96M | – | 196 |
|
|
2021
Q1 | $2.96M | Sell |
59,384
-160,443
| -73% | -$7.99M | 0.43% | 80 |
|
|
2020
Q4 | $9.87M | Buy |
219,827
+159
| +0.1% | +$7.14K | 1.59% | 9 |
|
|
2020
Q3 | $5.92M | Buy |
219,668
+6,250
| +3% | +$169K | 1.24% | 24 |
|
|
2020
Q2 | $6.13M | Buy |
213,418
+76,126
| +55% | +$2.18M | 1.3% | 23 |
|
|
2020
Q1 | $3.42M | Sell |
137,292
-22
| -0% | -$548 | 1.03% | 39 |
|
|
2019
Q4 | $6.04M | Buy |
+137,314
| New | +$6.04M | 1.24% | 21 |
|