Occudo Quantitative Strategies’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,789
| Closed | -$346K | – | 992 |
|
|
2024
Q3 | $346K | Buy |
+6,789
| New | +$346K | 0.06% | 399 |
|
|
2023
Q4 | – | Sell |
-6,154
| Closed | -$225K | – | 1245 |
|
|
2023
Q3 | $225K | Buy |
+6,154
| New | +$225K | 0.03% | 768 |
|
|
2023
Q2 | – | Sell |
-13,758
| Closed | -$517K | – | 1327 |
|
|
2023
Q1 | $517K | Buy |
+13,758
| New | +$517K | 0.05% | 511 |
|
|
2021
Q4 | – | Sell |
-8,624
| Closed | -$442K | – | 1272 |
|
|
2021
Q3 | $442K | Buy |
+8,624
| New | +$442K | 0.05% | 585 |
|