TD Asset Management’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,000
| Closed | -$226K | – | 1434 |
|
|
2024
Q1 | $226K | Sell |
5,000
-1,900
| -28% | -$85.8K | ﹤0.01% | 1349 |
|
|
2023
Q4 | $317K | Buy |
+6,900
| New | +$317K | ﹤0.01% | 1336 |
|
|
2019
Q4 | – | Sell |
-21,896
| Closed | -$966K | – | 1422 |
|
|
2019
Q3 | $966K | Buy |
21,896
+1,800
| +9% | +$79.4K | ﹤0.01% | 1057 |
|
|
2019
Q2 | $830K | Sell |
20,096
-800
| -4% | -$33K | ﹤0.01% | 1088 |
|
|
2019
Q1 | $807K | Buy |
+20,896
| New | +$807K | ﹤0.01% | 1086 |
|
|
2018
Q4 | – | Sell |
-16,444
| Closed | -$775K | – | 1440 |
|
|
2018
Q3 | $775K | Buy |
16,444
+1,944
| +13% | +$91.6K | ﹤0.01% | 1208 |
|
|
2018
Q2 | $773K | Hold |
14,500
| – | – | ﹤0.01% | 1186 |
|
|
2018
Q1 | $695K | Sell |
14,500
-200
| -1% | -$9.59K | ﹤0.01% | 1137 |
|
|
2017
Q4 | $703K | Buy |
14,700
+1,900
| +15% | +$90.9K | ﹤0.01% | 1132 |
|
|
2017
Q3 | $624K | Buy |
+12,800
| New | +$624K | ﹤0.01% | 1135 |
|