Jacobs Levy Equity Management’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-6,493
| Closed | -$251K | – | 1039 |
|
|
2019
Q1 | $251K | Sell |
6,493
-8,167
| -56% | -$316K | ﹤0.01% | 862 |
|
|
2018
Q4 | $556K | Sell |
14,660
-16,352
| -53% | -$620K | 0.01% | 717 |
|
|
2018
Q3 | $1.46M | Buy |
+31,012
| New | +$1.46M | 0.02% | 579 |
|
|
2017
Q4 | – | Sell |
-10,385
| Closed | -$506K | – | 1078 |
|
|
2017
Q3 | $506K | Sell |
10,385
-1,260
| -11% | -$61.4K | 0.01% | 703 |
|
|
2017
Q2 | $528K | Buy |
11,645
+560
| +5% | +$25.4K | 0.01% | 689 |
|
|
2017
Q1 | $509K | Buy |
11,085
+1,570
| +17% | +$72.1K | 0.01% | 662 |
|
|
2016
Q4 | $441K | Buy |
9,515
+1,050
| +12% | +$48.7K | 0.01% | 700 |
|
|
2016
Q3 | $309K | Sell |
8,465
-300
| -3% | -$11K | 0.01% | 807 |
|
|
2016
Q2 | $282K | Sell |
8,765
-5,054
| -37% | -$163K | 0.01% | 899 |
|
|
2016
Q1 | $449K | Sell |
13,819
-16,412
| -54% | -$533K | 0.01% | 749 |
|
|
2015
Q4 | $978K | Buy |
+30,231
| New | +$978K | 0.02% | 448 |
|
|
2014
Q3 | – | Sell |
-9,750
| Closed | -$239K | – | 917 |
|
|
2014
Q2 | $239K | Sell |
9,750
-11,700
| -55% | -$287K | ﹤0.01% | 742 |
|
|
2014
Q1 | $511K | Hold |
21,450
| – | – | 0.01% | 668 |
|
|
2013
Q4 | $554K | Buy |
+21,450
| New | +$554K | 0.01% | 699 |
|