Columbia Partners Investment Management’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-7,219
| Closed | -$351K | – | 253 |
|
|
2017
Q3 | $351K | Hold |
7,219
| – | – | 0.05% | 203 |
|
|
2017
Q2 | $327K | Buy |
+7,219
| New | +$327K | 0.04% | 216 |
|
|
2017
Q1 | – | Sell |
-38,818
| Closed | -$1.8M | – | 295 |
|
|
2016
Q4 | $1.8M | Buy |
+38,818
| New | +$1.8M | 0.16% | 184 |
|
|
2015
Q3 | – | Sell |
-96,426
| Closed | -$2.64M | – | 385 |
|
|
2015
Q2 | $2.64M | Buy |
+96,426
| New | +$2.64M | 0.16% | 162 |
|
|
2014
Q3 | – | Sell |
-302,964
| Closed | -$7.44M | – | 381 |
|
|
2014
Q2 | $7.44M | Buy |
+302,964
| New | +$7.44M | 0.34% | 111 |
|