Cornerstone Capital Management Holdings’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-7,900
| Closed | -$228K | – | 1543 |
|
|
2015
Q3 | $228K | Hold |
7,900
| – | – | ﹤0.01% | 1190 |
|
|
2015
Q2 | $216K | Buy |
+7,900
| New | +$216K | ﹤0.01% | 1182 |
|
|
2014
Q2 | – | Sell |
-5,100
| Closed | -$121K | – | 1414 |
|
|
2014
Q1 | $121K | Buy |
5,100
+5,088
| +42,400% | +$121K | ﹤0.01% | 1173 |
|
|
2013
Q4 | $0 | Sell |
12
-29,463
| -100% | – | ﹤0.01% | 1339 |
|
|
2013
Q3 | $592K | Sell |
29,475
-15,600
| -35% | -$313K | 0.01% | 910 |
|
|
2013
Q2 | $788K | Buy |
+45,075
| New | +$788K | 0.01% | 851 |
|