Global Financial Private Capital’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-51,695
| Closed | -$2.44M | – | 522 |
|
|
2018
Q3 | $2.44M | Hold |
51,695
| – | – | 0.09% | 183 |
|
|
2018
Q2 | $2.76M | Hold |
51,695
| – | – | 0.09% | 167 |
|
|
2018
Q1 | $2.48M | Hold |
51,695
| – | – | 0.09% | 170 |
|
|
2017
Q4 | $2.47M | Hold |
51,695
| – | – | 0.08% | 160 |
|
|
2017
Q3 | $2.52M | Buy |
+51,695
| New | +$2.52M | 0.09% | 139 |
|