BMCMI
Bryn Mawr Capital Management Inc’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-187,803
| Closed | -$5.14M | – | 563 |
|
|
2015
Q2 | $5.14M | Buy |
187,803
+122,406
| +187% | +$3.35M | 0.76% | 30 |
|
|
2015
Q1 | $4.95M | Buy |
65,397
+46,403
| +244% | +$3.51M | 0.65% | 40 |
|
|
2014
Q4 | $1.46M | Buy |
+18,994
| New | +$1.46M | 0.18% | 149 |
|
|
2013
Q4 | – | Sell |
-52,766
| Closed | -$3.18M | – | 660 |
|
|
2013
Q3 | $3.18M | Buy |
52,766
+19,513
| +59% | +$1.18M | 0.2% | 145 |
|
|
2013
Q2 | $1.74M | Buy |
+33,253
| New | +$1.74M | 0.12% | 185 |
|