Oppenheimer Asset Management’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,233
| Closed | -$31K | – | 1448 |
|
|
2020
Q1 | $31K | Sell |
1,233
-95
| -7% | -$2.39K | ﹤0.01% | 1334 |
|
|
2019
Q4 | $58K | Buy |
1,328
+39
| +3% | +$1.7K | ﹤0.01% | 1319 |
|
|
2019
Q3 | $57K | Sell |
1,289
-428
| -25% | -$18.9K | ﹤0.01% | 1322 |
|
|
2019
Q2 | $71K | Sell |
1,717
-387
| -18% | -$16K | ﹤0.01% | 1300 |
|
|
2019
Q1 | $81K | Sell |
2,104
-30
| -1% | -$1.16K | ﹤0.01% | 1266 |
|
|
2018
Q4 | $81K | Buy |
+2,134
| New | +$81K | ﹤0.01% | 1232 |
|
|
2017
Q4 | – | Sell |
-2,716
| Closed | -$132K | – | 1498 |
|
|
2017
Q3 | $132K | Sell |
2,716
-273
| -9% | -$13.3K | ﹤0.01% | 1144 |
|
|
2017
Q2 | $136K | Sell |
2,989
-170
| -5% | -$7.74K | ﹤0.01% | 1122 |
|
|
2017
Q1 | $145K | Buy |
+3,159
| New | +$145K | ﹤0.01% | 1111 |
|