Aperio Group’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $535K | Sell |
11,928
-41
| -0.3% | -$1.84K | ﹤0.01% | 1938 |
|
|
2020
Q3 | $323K | Sell |
11,969
-1,422
| -11% | -$38.4K | ﹤0.01% | 2041 |
|
|
2020
Q2 | $384K | Buy |
13,391
+4,589
| +52% | +$132K | ﹤0.01% | 1900 |
|
|
2020
Q1 | $219K | Sell |
8,802
-3,294
| -27% | -$82K | ﹤0.01% | 2065 |
|
|
2019
Q4 | $532K | Sell |
12,096
-45
| -0.4% | -$1.98K | ﹤0.01% | 1767 |
|
|
2019
Q3 | $535K | Buy |
12,141
+989
| +9% | +$43.6K | ﹤0.01% | 1723 |
|
|
2019
Q2 | $461K | Sell |
11,152
-1,156
| -9% | -$47.8K | ﹤0.01% | 1824 |
|
|
2019
Q1 | $475K | Buy |
12,308
+1,603
| +15% | +$61.9K | ﹤0.01% | 1777 |
|
|
2018
Q4 | $406K | Sell |
10,705
-77
| -0.7% | -$2.92K | ﹤0.01% | 1807 |
|
|
2018
Q3 | $508K | Sell |
10,782
-236
| -2% | -$11.1K | ﹤0.01% | 1755 |
|
|
2018
Q2 | $587K | Buy |
11,018
+689
| +7% | +$36.7K | ﹤0.01% | 1668 |
|
|
2018
Q1 | $495K | Buy |
10,329
+358
| +4% | +$17.2K | ﹤0.01% | 1694 |
|
|
2017
Q4 | $477K | Buy |
9,971
+3,198
| +47% | +$153K | ﹤0.01% | 1723 |
|
|
2017
Q3 | $330K | Buy |
6,773
+147
| +2% | +$7.16K | ﹤0.01% | 1868 |
|
|
2017
Q2 | $300K | Buy |
6,626
+707
| +12% | +$32K | ﹤0.01% | 1892 |
|
|
2017
Q1 | $272K | Buy |
5,919
+30
| +0.5% | +$1.38K | ﹤0.01% | 1867 |
|
|
2016
Q4 | $273K | Buy |
5,889
+400
| +7% | +$18.5K | ﹤0.01% | 1837 |
|
|
2016
Q3 | $200K | Buy |
+5,489
| New | +$200K | ﹤0.01% | 1940 |
|