Boston Advisors’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-176,728
| Closed | -$5.72M | – | 696 |
|
|
2015
Q4 | $5.72M | Buy |
176,728
+131,786
| +293% | +$4.26M | 0.13% | 196 |
|
|
2015
Q3 | $1.3M | Buy |
44,942
+2,566
| +6% | +$73.9K | 0.05% | 336 |
|
|
2015
Q2 | $1.16M | Buy |
42,376
+160
| +0.4% | +$4.38K | 0.05% | 275 |
|
|
2015
Q1 | $1.06M | Buy |
42,216
+22,185
| +111% | +$559K | 0.04% | 282 |
|
|
2014
Q4 | $513K | Buy |
20,031
+2,247
| +13% | +$57.5K | 0.02% | 336 |
|
|
2014
Q3 | $425K | Hold |
17,784
| – | – | 0.02% | 371 |
|
|
2014
Q2 | $437K | Hold |
17,784
| – | – | 0.02% | 375 |
|
|
2014
Q1 | $423K | Sell |
17,784
-1,800
| -9% | -$42.8K | 0.02% | 370 |
|
|
2013
Q4 | $506K | Sell |
19,584
-2,733
| -12% | -$70.6K | 0.02% | 343 |
|
|
2013
Q3 | $448K | Buy |
22,317
+2,472
| +12% | +$49.6K | 0.02% | 334 |
|
|
2013
Q2 | $347K | Buy |
+19,845
| New | +$347K | 0.02% | 367 |
|