Assured Investment Management’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-4,703
| Closed | -$182K | – | 854 |
|
|
2019
Q1 | $182K | Buy |
4,703
+821
| +21% | +$31.8K | ﹤0.01% | 798 |
|
|
2018
Q4 | $147K | Sell |
3,882
-28,238
| -88% | -$1.07M | ﹤0.01% | 908 |
|
|
2018
Q3 | $1.51M | Buy |
32,120
+16,192
| +102% | +$763K | 0.03% | 449 |
|
|
2018
Q2 | $849K | Buy |
15,928
+2,759
| +21% | +$147K | 0.02% | 598 |
|
|
2018
Q1 | $631K | Buy |
+13,169
| New | +$631K | 0.01% | 670 |
|