First Quadrant’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $50K | Hold |
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|
2021
Q3 | $51K | Hold |
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|
2021
Q2 | $46K | Hold |
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|
2021
Q1 | $49K | Hold |
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|
2020
Q4 | $44K | Hold |
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|
2020
Q3 | $27K | Hold |
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|
2020
Q2 | $28K | Hold |
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|
2020
Q1 | $25K | Hold |
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|
2019
Q4 | $44K | Hold |
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|
2019
Q3 | $44K | Sell |
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|
2019
Q2 | $1.49M | Buy |
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|
2019
Q1 | $186K | Sell |
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|
2018
Q4 | $533K | Sell |
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|
2018
Q3 | $778K | Buy |
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|
2018
Q2 | $96K | Sell |
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|
2018
Q1 | $424K | Buy |
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|
2017
Q4 | $86K | Hold |
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|
2017
Q3 | $88K | Sell |
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|
2017
Q2 | $327K | Hold |
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|
2017
Q1 | $331K | Hold |
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|
2016
Q4 | $334K | Hold |
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|
2016
Q3 | $263K | Hold |
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|
2016
Q2 | $232K | Hold |
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|
2016
Q1 | $234K | Hold |
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|
2015
Q4 | $233K | Hold |
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|
2015
Q3 | $207K | Hold |
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|
2015
Q2 | $197K | Hold |
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|
2015
Q1 | $182K | Hold |
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|
2014
Q4 | $185K | Hold |
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|
2014
Q3 | $172K | Hold |
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|
2014
Q2 | $177K | Hold |
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|
2014
Q1 | $171K | Hold |
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|
2013
Q4 | $186K | Hold |
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|
2013
Q3 | $145K | Hold |
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|
2013
Q2 | $126K | Buy |
|