Chatham Capital Group’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-30,544
| Closed | -$761K | – | 165 |
|
|
2020
Q1 | $761K | Sell |
30,544
-194
| -0.6% | -$4.83K | 0.22% | 102 |
|
|
2019
Q4 | $1.35M | Sell |
30,738
-684
| -2% | -$30.1K | 0.33% | 82 |
|
|
2019
Q3 | $1.39M | Sell |
31,422
-300
| -0.9% | -$13.2K | 0.35% | 75 |
|
|
2019
Q2 | $1.31M | Sell |
31,722
-626
| -2% | -$25.9K | 0.33% | 83 |
|
|
2019
Q1 | $1.25M | Buy |
32,348
+243
| +0.8% | +$9.38K | 0.32% | 83 |
|
|
2018
Q4 | $1.22M | Buy |
32,105
+3,685
| +13% | +$140K | 0.34% | 76 |
|
|
2018
Q3 | $1.34M | Hold |
28,420
| – | – | 0.34% | 74 |
|
|
2018
Q2 | $1.52M | Buy |
28,420
+700
| +3% | +$37.3K | 0.4% | 57 |
|
|
2018
Q1 | $1.33M | Sell |
27,720
-2,400
| -8% | -$115K | 0.36% | 59 |
|
|
2017
Q4 | $1.44M | Buy |
30,120
+290
| +1% | +$13.9K | 0.4% | 56 |
|
|
2017
Q3 | $1.45M | Buy |
29,830
+6,450
| +28% | +$314K | 0.41% | 57 |
|
|
2017
Q2 | $1.06M | Buy |
23,380
+7,855
| +51% | +$356K | 0.29% | 72 |
|
|
2017
Q1 | $713K | Sell |
15,525
-1,100
| -7% | -$50.5K | 0.2% | 99 |
|
|
2016
Q4 | $771K | Buy |
16,625
+4,200
| +34% | +$195K | 0.23% | 87 |
|
|
2016
Q3 | $453K | Hold |
12,425
| – | – | 0.14% | 104 |
|
|
2016
Q2 | $400K | Buy |
+12,425
| New | +$400K | 0.12% | 109 |
|