Rockefeller Capital Management’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-302
| Closed | -$13K | – | 3901 |
|
|
2022
Q4 | $13K | Sell |
302
-105
| -26% | -$4.52K | ﹤0.01% | 2981 |
|
|
2022
Q3 | $18K | Sell |
407
-160
| -28% | -$7.08K | ﹤0.01% | 2831 |
|
|
2022
Q2 | $22K | Sell |
567
-30
| -5% | -$1.16K | ﹤0.01% | 2699 |
|
|
2022
Q1 | $27K | Buy |
597
+257
| +76% | +$11.6K | ﹤0.01% | 2601 |
|
|
2021
Q4 | $17K | Buy |
340
+267
| +366% | +$13.4K | ﹤0.01% | 2728 |
|
|
2021
Q3 | $3K | Hold |
73
| – | – | ﹤0.01% | 3373 |
|
|
2021
Q2 | $3K | Sell |
73
-67
| -48% | -$2.75K | ﹤0.01% | 3202 |
|
|
2021
Q1 | $6K | Buy |
140
+32
| +30% | +$1.37K | ﹤0.01% | 2863 |
|
|
2020
Q4 | $4K | Buy |
108
+71
| +192% | +$2.63K | ﹤0.01% | 2520 |
|
|
2020
Q3 | $0 | Buy |
+37
| New | – | ﹤0.01% | 2827 |
|