Versor Investments’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-9,100
| Closed | -$464K | – | 1006 |
|
2024
Q3 | $464K | Sell |
9,100
-5,800
| -39% | -$296K | 0.07% | 434 |
|
2024
Q2 | $700K | Hold |
14,900
| – | – | 0.13% | 246 |
|
2024
Q1 | $673K | Sell |
14,900
-1,100
| -7% | -$49.7K | 0.14% | 251 |
|
2023
Q4 | $735K | Buy |
+16,000
| New | +$735K | 0.15% | 212 |
|
2022
Q3 | – | Sell |
-7,017
| Closed | -$281K | – | 967 |
|
2022
Q2 | $281K | Buy |
+7,017
| New | +$281K | 0.01% | 657 |
|