Rosenthal Henry Capital Advisors’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-26,000
| Closed | -$1.21M | – | 52 |
|
|
2021
Q2 | $1.21M | Hold |
26,000
| – | – | 0.97% | 36 |
|
|
2021
Q1 | $1.29M | Buy |
26,000
+6,000
| +30% | +$299K | 1.05% | 32 |
|
|
2020
Q4 | $898K | Hold |
20,000
| – | – | 0.93% | 36 |
|
|
2020
Q3 | $539K | Hold |
20,000
| – | – | 0.68% | 42 |
|
|
2020
Q2 | $574K | Hold |
20,000
| – | – | 0.75% | 43 |
|
|
2020
Q1 | $498K | Buy |
20,000
+10,000
| +100% | +$249K | 0.66% | 47 |
|
|
2019
Q4 | $440K | Hold |
10,000
| – | – | 0.41% | 46 |
|
|
2019
Q3 | $441K | Hold |
10,000
| – | – | 0.46% | 42 |
|
|
2019
Q2 | $413K | Buy |
+10,000
| New | +$413K | 0.39% | 45 |
|