WC
Walthausen & Co’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.62M | Sell |
34,913
-270
| -0.8% | -$12.5K | 1.35% | 17 |
|
|
2022
Q2 | $1.41M | Sell |
35,183
-22,530
| -39% | -$903K | 0.63% | 80 |
|
|
2022
Q1 | $2.69M | Sell |
57,713
-1,250
| -2% | -$58.3K | 0.76% | 52 |
|
|
2021
Q4 | $2.96M | Sell |
58,963
-1,540
| -3% | -$77.2K | 0.78% | 46 |
|
|
2021
Q3 | $3.1M | Sell |
60,503
-4,530
| -7% | -$232K | 0.79% | 39 |
|
|
2021
Q2 | $3.03M | Hold |
65,033
| – | – | 0.67% | 60 |
|
|
2021
Q1 | $3.24M | Sell |
65,033
-4,420
| -6% | -$220K | 0.68% | 63 |
|
|
2020
Q4 | $3.12M | Sell |
69,453
-204,200
| -75% | -$9.16M | 0.85% | 38 |
|
|
2020
Q3 | $7.38M | Buy |
273,653
+28,643
| +12% | +$772K | 1.53% | 8 |
|
|
2020
Q2 | $7.03M | Buy |
+245,010
| New | +$7.03M | 1.43% | 12 |
|
|
2017
Q2 | – | Sell |
-135,433
| Closed | -$6.22M | – | 120 |
|
|
2017
Q1 | $6.22M | Sell |
135,433
-137,398
| -50% | -$6.31M | 0.64% | 75 |
|
|
2016
Q4 | $12.6M | Sell |
272,831
-90,710
| -25% | -$4.2M | 1.17% | 28 |
|
|
2016
Q3 | $13.3M | Sell |
363,541
-570
| -0.2% | -$20.8K | 1.33% | 19 |
|
|
2016
Q2 | $11.7M | Sell |
364,111
-1,880
| -0.5% | -$60.5K | 1.22% | 21 |
|
|
2016
Q1 | $11.9M | Sell |
365,991
-33,599
| -8% | -$1.09M | 1.26% | 19 |
|
|
2015
Q4 | $12.9M | Sell |
399,590
-100,057
| -20% | -$3.24M | 1.25% | 26 |
|
|
2015
Q3 | $14.4M | Sell |
499,647
-150,623
| -23% | -$4.34M | 1.26% | 26 |
|
|
2015
Q2 | $17.8M | Buy |
650,270
+432,890
| +199% | +$11.8M | 1.3% | 21 |
|
|
2015
Q1 | $16.4M | Sell |
217,380
-100
| -0% | -$7.56K | 1.2% | 34 |
|
|
2014
Q4 | $16.7M | Sell |
217,480
-1,690
| -0.8% | -$130K | 1.29% | 30 |
|
|
2014
Q3 | $15.7M | Buy |
219,170
+144,330
| +193% | +$10.3M | 1.27% | 30 |
|
|
2014
Q2 | $5.51M | Buy |
+74,840
| New | +$5.51M | 0.4% | 81 |
|