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Roundview Capital’s WSFS Financial WSFS Stock Holding History

Roundview Capital’s Portfolio WSFS Stock Details WSFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-6,065
Closed -$267K – 236
2019
Q4 		$267K Hold
6,065
– – 0.05% 208
2019
Q3 		$267K Hold
6,065
– – 0.06% 203
2019
Q2 		$250K Hold
6,065
– – 0.06% 204
2019
Q1 		$234K Buy
+6,065
New +$234K 0.06% 208