Allianz Asset Management’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $2.44M | Sell |
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|
2020
Q1 | $2.37M | Sell |
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|
2019
Q4 | $6.32M | Sell |
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|
2019
Q3 | $6.61M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $614K | Sell |
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|
2018
Q1 | $1.3M | Hold |
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|
2017
Q4 | $1.3M | Sell |
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|
2017
Q3 | $2.06M | Sell |
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|
2017
Q2 | $3.24M | Sell |
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|
2017
Q1 | $3.91M | Buy |
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|
2016
Q4 | $1.72M | Sell |
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|
2016
Q3 | $3.36M | Buy |
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|
2016
Q2 | $2.66M | Sell |
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|
2016
Q1 | $2.86M | Sell |
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|
2015
Q4 | $3.02M | Buy |
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|
2015
Q3 | $2.45M | Buy |
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|
2015
Q2 | $1.13M | Buy |
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|
2015
Q1 | $948K | Buy |
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|
2014
Q4 | $952K | Hold |
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|
2014
Q3 | $886K | Hold |
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|
2014
Q2 | $912K | Buy |
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|
2014
Q1 | $822K | Hold |
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|
2013
Q4 | $893K | Buy |
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|
2013
Q3 | $685K | Buy |
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|
2013
Q2 | $296K | Buy |
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