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 |
|