Veritable’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,889
| Closed | -$260K | – | 836 |
|
|
2023
Q2 | $260K | Buy |
6,889
+120
| +2% | +$4.53K | ﹤0.01% | 748 |
|
|
2023
Q1 | $255K | Hold |
6,769
| – | – | ﹤0.01% | 739 |
|
|
2022
Q4 | $307K | Hold |
6,769
| – | – | 0.01% | 651 |
|
|
2022
Q3 | $314K | Sell |
6,769
-20
| -0.3% | -$928 | 0.01% | 614 |
|
|
2022
Q2 | $272K | Buy |
6,789
+20
| +0.3% | +$801 | ﹤0.01% | 716 |
|
|
2022
Q1 | $316K | Buy |
+6,769
| New | +$316K | ﹤0.01% | 700 |
|