BPM
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Bowling Portfolio Management’s WSFS Financial WSFS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
-34,282
Closed -$1.42M 385
2019
Q2
$1.42M Buy
34,282
+12,199
+55% +$504K 0.23% 165
2019
Q1
$852K Sell
22,083
-47
-0.2% -$1.81K 0.14% 240
2018
Q4
$839K Buy
+22,130
New +$839K 0.15% 227