Prelude Capital Management’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,365
| Closed | -$205K | – | 1474 |
|
|
2024
Q2 | $205K | Sell |
4,365
-3,778
| -46% | -$178K | 0.01% | 902 |
|
|
2024
Q1 | $368K | Buy |
+8,143
| New | +$368K | 0.02% | 705 |
|
|
2023
Q4 | – | Sell |
-8,927
| Closed | -$326K | – | 1264 |
|
|
2023
Q3 | $326K | Buy |
+8,927
| New | +$326K | 0.02% | 523 |
|
|
2021
Q2 | – | Sell |
-26,008
| Closed | -$1.3M | – | 1680 |
|
|
2021
Q1 | $1.3M | Buy |
+26,008
| New | +$1.3M | 0.03% | 295 |
|
|
2019
Q2 | – | Sell |
-204
| Closed | -$8K | – | 1762 |
|
|
2019
Q1 | $8K | Buy |
+204
| New | +$8K | ﹤0.01% | 1170 |
|
|
2016
Q1 | – | Sell |
-2,363
| Closed | -$76K | – | 1475 |
|
|
2015
Q4 | $76K | Buy |
+2,363
| New | +$76K | 0.01% | 854 |
|
|
2013
Q4 | – | Sell |
-420
| Closed | -$8K | – | 1819 |
|
|
2013
Q3 | $8K | Buy |
+420
| New | +$8K | ﹤0.01% | 1221 |
|