Cornercap Investment Counsel’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-13,549
| Closed | -$510K | – | 675 |
|
|
2023
Q1 | $510K | Buy |
+13,549
| New | +$510K | 0.09% | 387 |
|
|
2016
Q2 | – | Sell |
-15,925
| Closed | -$518K | – | 397 |
|
|
2016
Q1 | $518K | Buy |
15,925
+6,460
| +68% | +$210K | 0.1% | 190 |
|
|
2015
Q4 | $306K | Sell |
9,465
-29,610
| -76% | -$957K | 0.06% | 308 |
|
|
2015
Q3 | $1.13M | Sell |
39,075
-18,890
| -33% | -$544K | 0.22% | 81 |
|
|
2015
Q2 | $1.59M | Buy |
57,965
+860
| +2% | +$23.5K | 0.28% | 60 |
|
|
2015
Q1 | $1.44M | Sell |
57,105
-3,420
| -6% | -$86.2K | 0.25% | 73 |
|
|
2014
Q4 | $1.55M | Buy |
60,525
+2,520
| +4% | +$64.6K | 0.27% | 69 |
|
|
2014
Q3 | $1.39M | Buy |
58,005
+90
| +0.2% | +$2.15K | 0.25% | 67 |
|
|
2014
Q2 | $1.42M | Buy |
57,915
+60
| +0.1% | +$1.47K | 0.26% | 73 |
|
|
2014
Q1 | $1.38M | Buy |
57,855
+8,055
| +16% | +$192K | 0.25% | 72 |
|
|
2013
Q4 | $1.29M | Buy |
49,800
+36,270
| +268% | +$937K | 0.24% | 80 |
|
|
2013
Q3 | $272K | Hold |
13,530
| – | – | 0.06% | 228 |
|
|
2013
Q2 | $236K | Buy |
+13,530
| New | +$236K | 0.05% | 233 |
|