AJO LP’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-17,400
| Closed | -$427K | – | 483 |
|
|
2014
Q2 | $427K | Sell |
17,400
-900
| -5% | -$22.1K | ﹤0.01% | 402 |
|
|
2014
Q1 | $436K | Hold |
18,300
| – | – | ﹤0.01% | 368 |
|
|
2013
Q4 | $473K | Sell |
18,300
-3,900
| -18% | -$101K | ﹤0.01% | 401 |
|
|
2013
Q3 | $446K | Buy |
+22,200
| New | +$446K | ﹤0.01% | 455 |
|