TBA
Tower Bridge Advisors’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,582
| Closed | -$210K | – | 223 |
|
|
2023
Q4 | $210K | Buy |
+4,582
| New | +$210K | 0.02% | 220 |
|
|
2023
Q2 | – | Sell |
-8,232
| Closed | -$310K | – | 228 |
|
|
2023
Q1 | $310K | Sell |
8,232
-400
| -5% | -$15K | 0.03% | 205 |
|
|
2022
Q4 | $391K | Hold |
8,632
| – | – | 0.03% | 190 |
|
|
2022
Q3 | $401K | Sell |
8,632
-1,260
| -13% | -$58.5K | 0.04% | 184 |
|
|
2022
Q2 | $397K | Hold |
9,892
| – | – | 0.03% | 193 |
|
|
2022
Q1 | $461K | Buy |
+9,892
| New | +$461K | 0.03% | 198 |
|
|
2018
Q3 | – | Sell |
-4,000
| Closed | -$213K | – | 209 |
|
|
2018
Q2 | $213K | Buy |
+4,000
| New | +$213K | 0.02% | 194 |
|
|
2017
Q4 | – | Sell |
-5,000
| Closed | -$244K | – | 215 |
|
|
2017
Q3 | $244K | Sell |
5,000
-1,000
| -17% | -$48.8K | 0.03% | 183 |
|
|
2017
Q2 | $272K | Hold |
6,000
| – | – | 0.03% | 176 |
|
|
2017
Q1 | $276K | Sell |
6,000
-1,409
| -19% | -$64.7K | 0.03% | 173 |
|
|
2016
Q4 | $343K | Hold |
7,409
| – | – | 0.04% | 166 |
|
|
2016
Q3 | $270K | Buy |
+7,409
| New | +$270K | 0.03% | 177 |
|