Aperio Group’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
Q4 | $535K | Sell |
|
|||||
|
2020
Q3 | $323K | Sell |
|
|||||
|
2020
Q2 | $384K | Buy |
|
|||||
|
2020
Q1 | $219K | Sell |
|
|||||
|
2019
Q4 | $532K | Sell |
|
|||||
|
2019
Q3 | $535K | Buy |
|
|||||
|
2019
Q2 | $461K | Sell |
|
|||||
|
2019
Q1 | $475K | Buy |
|
|||||
|
2018
Q4 | $406K | Sell |
|
|||||
|
2018
Q3 | $508K | Sell |
|
|||||
|
2018
Q2 | $587K | Buy |
|
|||||
|
2018
Q1 | $495K | Buy |
|
|||||
|
2017
Q4 | $477K | Buy |
|
|||||
|
2017
Q3 | $330K | Buy |
|
|||||
|
2017
Q2 | $300K | Buy |
|
|||||
|
2017
Q1 | $272K | Buy |
|
|||||
|
2016
Q4 | $273K | Buy |
|
|||||
|
2016
Q3 | $200K | Buy |
|