RMC
Resources Management Corp’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13,995
| Closed | -$643K | – | 460 |
|
|
2023
Q4 | $643K | Hold |
13,995
| – | – | 0.1% | 139 |
|
|
2023
Q3 | $511K | Hold |
13,995
| – | – | 0.08% | 146 |
|
|
2023
Q2 | $528K | Buy |
13,995
+13,820
| +7,897% | +$521K | 0.08% | 144 |
|
|
2023
Q1 | $3K | Sell |
175
-13,820
| -99% | -$237K | ﹤0.01% | 433 |
|
|
2022
Q4 | $635K | Hold |
13,995
| – | – | 0.1% | 146 |
|
|
2022
Q3 | $650K | Hold |
13,995
| – | – | 0.11% | 148 |
|
|
2022
Q2 | $561K | Buy |
+13,995
| New | +$561K | 0.09% | 162 |
|