Brown Advisory Securities’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,800
| Closed | -$226K | – | 430 |
|
|
2018
Q3 | $226K | Hold |
4,800
| – | – | 0.04% | 341 |
|
|
2018
Q2 | $256K | Hold |
4,800
| – | – | 0.04% | 316 |
|
|
2018
Q1 | $230K | Hold |
4,800
| – | – | 0.04% | 318 |
|
|
2017
Q4 | $230K | Hold |
4,800
| – | – | 0.04% | 326 |
|
|
2017
Q3 | $234K | Buy |
+4,800
| New | +$234K | 0.05% | 313 |
|