BlackRock Group’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $605K | Buy |
13,069
+1,176
| +10% | +$54.4K | ﹤0.01% | 2287 |
|
|
2016
Q3 | $434K | Buy |
11,893
+504
| +4% | +$18.4K | ﹤0.01% | 2342 |
|
|
2016
Q2 | $367K | Sell |
11,389
-168
| -1% | -$5.41K | ﹤0.01% | 2357 |
|
|
2016
Q1 | $375K | Buy |
11,557
+3,541
| +44% | +$115K | ﹤0.01% | 2339 |
|
|
2015
Q4 | $259K | Buy |
8,016
+3,438
| +75% | +$111K | ﹤0.01% | 2433 |
|
|
2015
Q3 | $132K | Buy |
4,578
+3,654
| +395% | +$105K | ﹤0.01% | 2619 |
|
|
2015
Q2 | $25K | Hold |
924
| – | – | ﹤0.01% | 2882 |
|
|
2015
Q1 | $23K | Sell |
924
-2,706
| -75% | -$67.4K | ﹤0.01% | 2807 |
|
|
2014
Q4 | $93K | Hold |
3,630
| – | – | ﹤0.01% | 2668 |
|
|
2014
Q3 | $87K | Hold |
3,630
| – | – | ﹤0.01% | 2590 |
|
|
2014
Q2 | $89K | Hold |
3,630
| – | – | ﹤0.01% | 2591 |
|
|
2014
Q1 | $86K | Hold |
3,630
| – | – | ﹤0.01% | 2559 |
|
|
2013
Q4 | $94K | Sell |
3,630
-2,955
| -45% | -$76.5K | ﹤0.01% | 2473 |
|
|
2013
Q3 | $132K | Buy |
6,585
+4,674
| +245% | +$93.7K | ﹤0.01% | 2553 |
|
|
2013
Q2 | $33K | Buy |
+1,911
| New | +$33K | ﹤0.01% | 2484 |
|