SignatureFD’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 |
-26
| Closed | -$978 | – | 3372 |
|
|
2023
Q1 | $978 | Hold |
26
| – | – | ﹤0.01% | 3000 |
|
|
2022
Q4 | $1.18K | Sell |
26
-1
| -4% | -$45 | ﹤0.01% | 2936 |
|
|
2022
Q3 | $1K | Hold |
27
| – | – | ﹤0.01% | 3043 |
|
|
2022
Q2 | $1K | Sell |
27
-89
| -77% | -$3.3K | ﹤0.01% | 3027 |
|
|
2022
Q1 | $5K | Buy |
116
+33
| +40% | +$1.42K | ﹤0.01% | 2517 |
|
|
2021
Q4 | $4K | Hold |
83
| – | – | ﹤0.01% | 2520 |
|
|
2021
Q3 | $4K | Hold |
83
| – | – | ﹤0.01% | 2466 |
|
|
2021
Q2 | $4K | Sell |
83
-25
| -23% | -$1.21K | ﹤0.01% | 2382 |
|
|
2021
Q1 | $5K | Buy |
108
+13
| +14% | +$602 | ﹤0.01% | 2177 |
|
|
2020
Q4 | $4K | Buy |
95
+59
| +164% | +$2.48K | ﹤0.01% | 2067 |
|
|
2020
Q3 | $1K | Sell |
36
-7
| -16% | -$194 | ﹤0.01% | 2506 |
|
|
2020
Q2 | $1K | Sell |
43
-106
| -71% | -$2.47K | ﹤0.01% | 2392 |
|
|
2020
Q1 | $4K | Buy |
149
+123
| +473% | +$3.3K | ﹤0.01% | 1764 |
|
|
2019
Q4 | $1K | Sell |
26
-6
| -19% | -$231 | ﹤0.01% | 2113 |
|
|
2019
Q3 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 2027 |
|
|
2013
Q4 | – | Sell |
-12
| Closed | – | – | 816 |
|
|
2013
Q3 | $0 | Hold |
12
| – | – | ﹤0.01% | 773 |
|
|
2013
Q2 | $0 | Buy |
+12
| New | – | ﹤0.01% | 631 |
|