RBA
Richard Bernstein Advisors’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-110,654
| Closed | -$5.68M | – | 322 |
|
|
2021
Q3 | $5.68M | Buy |
110,654
+4,918
| +5% | +$252K | 0.11% | 85 |
|
|
2021
Q2 | $4.93M | Hold |
105,736
| – | – | 0.1% | 94 |
|
|
2021
Q1 | $5.26M | Hold |
105,736
| – | – | 0.12% | 81 |
|
|
2020
Q4 | $4.75M | Buy |
+105,736
| New | +$4.75M | 0.12% | 84 |
|