ClariVest Asset Management’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.69K | Hold |
36
| – | – | ﹤0.01% | 542 |
|
|
2024
Q2 | $1.69K | Sell |
36
-31
| -46% | -$1.46K | ﹤0.01% | 542 |
|
|
2024
Q1 | $3.03K | Buy |
67
+18
| +37% | +$813 | ﹤0.01% | 524 |
|
|
2023
Q4 | $2.25K | Hold |
49
| – | – | ﹤0.01% | 537 |
|
|
2023
Q3 | $2K | Sell |
49
-32
| -40% | -$1.31K | ﹤0.01% | 540 |
|
|
2023
Q2 | $3K | Buy |
81
+50
| +161% | +$1.85K | ﹤0.01% | 485 |
|
|
2023
Q1 | $1K | Hold |
31
| – | – | ﹤0.01% | 705 |
|
|
2022
Q4 | $1K | Hold |
31
| – | – | ﹤0.01% | 675 |
|
|
2022
Q3 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 660 |
|
|
2015
Q3 | – | Sell |
-6,300
| Closed | -$172K | – | 657 |
|
|
2015
Q2 | $172K | Hold |
6,300
| – | – | 0.01% | 421 |
|
|
2015
Q1 | $159K | Hold |
6,300
| – | – | ﹤0.01% | 422 |
|
|
2014
Q4 | $161K | Sell |
6,300
-6,039
| -49% | -$154K | 0.01% | 372 |
|
|
2014
Q3 | $295K | Sell |
12,339
-24,321
| -66% | -$581K | 0.01% | 320 |
|
|
2014
Q2 | $900K | Sell |
36,660
-26,118
| -42% | -$641K | 0.03% | 237 |
|
|
2014
Q1 | $1.49M | Sell |
62,778
-30,348
| -33% | -$722K | 0.06% | 194 |
|
|
2013
Q4 | $2.41M | Buy |
93,126
+87,399
| +1,526% | +$2.26M | 0.1% | 149 |
|
|
2013
Q3 | $115K | Buy |
+5,727
| New | +$115K | 0.01% | 401 |
|