Paloma Partners’s WSFS Financial WSFS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-7,185
Closed -$366K 867
2024
Q3
$366K Buy
+7,185
New +$366K 0.01% 474
2021
Q3
Sell
-12,349
Closed -$575K 1650
2021
Q2
$575K Buy
12,349
+616
+5% +$28.7K 0.01% 723
2021
Q1
$584K Buy
+11,733
New +$584K 0.01% 848
2020
Q4
Sell
-10,845
Closed -$292K 2012
2020
Q3
$292K Sell
10,845
-1,794
-14% -$48.3K 0.01% 1347
2020
Q2
$363K Buy
+12,639
New +$363K 0.01% 1245
2020
Q1
Sell
-17,530
Closed -$771K 1844
2019
Q4
$771K Buy
+17,530
New +$771K 0.01% 893
2016
Q3
Sell
-8,874
Closed -$286K 1656
2016
Q2
$286K Buy
+8,874
New +$286K ﹤0.01% 1354