Acrospire Investment Management’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-121
| Closed | -$5K | – | 1442 |
|
|
2017
Q2 | $5K | Sell |
121
-2,300
| -95% | -$95K | ﹤0.01% | 1966 |
|
|
2017
Q1 | $111K | Buy |
+2,421
| New | +$111K | 0.09% | 264 |
|
|
2016
Q3 | – | Sell |
-665
| Closed | -$21K | – | 2182 |
|
|
2016
Q2 | $21K | Buy |
+665
| New | +$21K | 0.02% | 1513 |
|