FWIA
Fort Washington Investment Advisors’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-334,421
| Closed | -$9.02M | – | 509 |
|
|
2020
Q3 | $9.02M | Buy |
334,421
+5,515
| +2% | +$149K | 0.1% | 125 |
|
|
2020
Q2 | $9.44M | Buy |
328,906
+16,500
| +5% | +$474K | 0.11% | 134 |
|
|
2020
Q1 | $7.79M | Buy |
312,406
+20,300
| +7% | +$506K | 0.11% | 154 |
|
|
2019
Q4 | $12.9M | Hold |
292,106
| – | – | 0.14% | 147 |
|
|
2019
Q3 | $12.9M | Sell |
292,106
-47,000
| -14% | -$2.07M | 0.14% | 124 |
|
|
2019
Q2 | $14M | Sell |
339,106
-37,000
| -10% | -$1.53M | 0.16% | 140 |
|
|
2019
Q1 | $14.5M | Sell |
376,106
-69,200
| -16% | -$2.67M | 0.16% | 126 |
|
|
2018
Q4 | $16.9M | Buy |
445,306
+20,000
| +5% | +$758K | 0.21% | 110 |
|
|
2018
Q3 | $20.1M | Buy |
425,306
+100,506
| +31% | +$4.74M | 0.2% | 119 |
|
|
2018
Q2 | $17.3M | Sell |
324,800
-25,000
| -7% | -$1.33M | 0.18% | 131 |
|
|
2018
Q1 | $16.8M | Buy |
349,800
+31,000
| +10% | +$1.48M | 0.17% | 129 |
|
|
2017
Q4 | $15.3M | Buy |
+318,800
| New | +$15.3M | 0.15% | 164 |
|