Pine Valley Investments’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 | $407K | Sell |
7,652
-5
| -0.1% | -$266 | 0.02% | 343 |
|
|
2024
Q3 | $390K | Buy |
7,657
+11
| +0.1% | +$561 | 0.02% | 343 |
|
|
2024
Q2 | $359K | Buy |
7,646
+13
| +0.2% | +$611 | 0.02% | 339 |
|
|
2024
Q1 | $345K | Buy |
7,633
+14
| +0.2% | +$632 | 0.02% | 341 |
|
|
2023
Q4 | $350K | Buy |
7,619
+617
| +9% | +$28.3K | 0.03% | 329 |
|
|
2023
Q3 | $256K | Buy |
7,002
+14
| +0.2% | +$511 | 0.02% | 370 |
|
|
2023
Q2 | $264K | Buy |
+6,988
| New | +$264K | 0.03% | 310 |
|