Schubert & Co’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-22
| Closed | -$828 | – | 1536 |
|
|
2023
Q1 | $828 | Sell |
22
-28
| -56% | -$1.05K | ﹤0.01% | 1267 |
|
|
2022
Q4 | $2.27K | Buy |
50
+1
| +2% | +$45 | ﹤0.01% | 805 |
|
|
2022
Q3 | $2K | Buy |
49
+18
| +58% | +$735 | ﹤0.01% | 942 |
|
|
2022
Q2 | $1K | Buy |
31
+19
| +158% | +$613 | ﹤0.01% | 1364 |
|
|
2022
Q1 | $1K | Buy |
12
+2
| +20% | +$167 | ﹤0.01% | 982 |
|
|
2021
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 925 |
|