Bogle Investment Management’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-20,371
| Closed | -$1.09M | – | 344 |
|
|
2018
Q2 | $1.09M | Buy |
+20,371
| New | +$1.09M | 0.08% | 204 |
|
|
2017
Q1 | – | Sell |
-37,716
| Closed | -$1.75M | – | 390 |
|
|
2016
Q4 | $1.75M | Sell |
37,716
-300
| -0.8% | -$13.9K | 0.12% | 189 |
|
|
2016
Q3 | $1.39M | Buy |
+38,016
| New | +$1.39M | 0.1% | 207 |
|
|
2015
Q2 | – | Sell |
-10,326
| Closed | -$260K | – | 435 |
|
|
2015
Q1 | $260K | Sell |
10,326
-3,375
| -25% | -$85K | 0.02% | 321 |
|
|
2014
Q4 | $351K | Sell |
13,701
-4,833
| -26% | -$124K | 0.02% | 313 |
|
|
2014
Q3 | $442K | Sell |
18,534
-2,787
| -13% | -$66.5K | 0.03% | 298 |
|
|
2014
Q2 | $523K | Sell |
21,321
-42,177
| -66% | -$1.03M | 0.04% | 275 |
|
|
2014
Q1 | $1.51M | Hold |
63,498
| – | – | 0.1% | 242 |
|
|
2013
Q4 | $1.64M | Buy |
+63,498
| New | +$1.64M | 0.14% | 195 |
|