Rothschild & Co Asset Management US’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.4M | Buy |
|
|||||
|
2022
Q3 | $1.36M | Sell |
|
|||||
|
2022
Q2 | $1.33M | Buy |
|
|||||
|
2022
Q1 | $1.34M | Sell |
|
|||||
|
2021
Q4 | $3.21M | Buy |
|
|||||
|
2021
Q3 | $2.98M | Buy |
|
|||||
|
2021
Q2 | $2.28M | Sell |
|
|||||
|
2021
Q1 | $10.7M | Sell |
|
|||||
|
2020
Q4 | $31.7M | Buy |
|
|||||
|
2020
Q3 | $9.06M | Buy |
|
|||||
|
2020
Q2 | $7.53M | Buy |
|
|||||
|
2020
Q1 | $6.43M | Sell |
|
|||||
|
2019
Q4 | $12M | Sell |
|
|||||
|
2019
Q3 | $13.2M | Buy |
|
|||||
|
2019
Q2 | $12.3M | Buy |
|
|||||
|
2019
Q1 | $10M | Buy |
|
|||||
|
2018
Q4 | $9.74M | Buy |
|
|||||
|
2018
Q3 | $11.6M | Sell |
|
|||||
|
2018
Q2 | $14M | Buy |
|
|||||
|
2018
Q1 | $12.5M | Sell |
|
|||||
|
2017
Q4 | $13M | Sell |
|
|||||
|
2017
Q3 | $14.3M | Sell |
|
|||||
|
2017
Q2 | $13.5M | Sell |
|
|||||
|
2017
Q1 | $13.7M | Buy |
|
|||||
|
2016
Q4 | $8.17M | Sell |
|
|||||
|
2016
Q3 | $7.03M | Sell |
|
|||||
|
2016
Q2 | $9.22M | Buy |
|
|||||
|
2016
Q1 | $8.98M | Buy |
|