Asset Management One’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-13,200
| Closed | -$333K | – | 1391 |
|
|
2015
Q1 | $333K | Hold |
13,200
| – | – | ﹤0.01% | 1174 |
|
|
2014
Q4 | $338K | Sell |
13,200
-4,200
| -24% | -$108K | ﹤0.01% | 1108 |
|
|
2014
Q3 | $415K | Hold |
17,400
| – | – | 0.01% | 1056 |
|
|
2014
Q2 | $427K | Sell |
17,400
-11,400
| -40% | -$280K | 0.01% | 974 |
|
|
2014
Q1 | $686K | Sell |
28,800
-5,100
| -15% | -$121K | 0.01% | 836 |
|
|
2013
Q4 | $876K | Hold |
33,900
| – | – | 0.01% | 778 |
|
|
2013
Q3 | $681K | Hold |
33,900
| – | – | 0.01% | 840 |
|
|
2013
Q2 | $592K | Buy |
+33,900
| New | +$592K | 0.01% | 818 |
|