Maltese Capital Management’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-39,300
| Closed | -$1.83M | – | 121 |
|
2022
Q3 | $1.83M | Sell |
39,300
-20,700
| -35% | -$962K | 0.42% | 78 |
|
2022
Q2 | $2.41M | Buy |
60,000
+35,000
| +140% | +$1.4M | 0.52% | 77 |
|
2022
Q1 | $1.17M | Buy |
+25,000
| New | +$1.17M | 0.22% | 106 |
|
2020
Q2 | – | Sell |
-150,202
| Closed | -$3.74M | – | 191 |
|
2020
Q1 | $3.74M | Sell |
150,202
-79,798
| -35% | -$1.99M | 0.53% | 65 |
|
2019
Q4 | $10.1M | Sell |
230,000
-37,000
| -14% | -$1.63M | 0.86% | 43 |
|
2019
Q3 | $11.8M | Buy |
267,000
+26,249
| +11% | +$1.16M | 1.01% | 32 |
|
2019
Q2 | $9.94M | Buy |
240,751
+50,751
| +27% | +$2.1M | 0.77% | 43 |
|
2019
Q1 | $7.33M | Sell |
190,000
-45,000
| -19% | -$1.74M | 0.56% | 64 |
|
2018
Q4 | $8.91M | Buy |
235,000
+205,000
| +683% | +$7.77M | 0.74% | 42 |
|
2018
Q3 | $1.42M | Buy |
+30,000
| New | +$1.42M | 0.1% | 168 |
|
2017
Q3 | – | Sell |
-62,500
| Closed | -$2.83M | – | 207 |
|
2017
Q2 | $2.83M | Sell |
62,500
-104,100
| -62% | -$4.72M | 0.27% | 108 |
|
2017
Q1 | $7.66M | Buy |
166,600
+66,600
| +67% | +$3.06M | 0.83% | 41 |
|
2016
Q4 | $4.64M | Buy |
100,000
+90,000
| +900% | +$4.17M | 0.42% | 83 |
|
2016
Q3 | $365K | Sell |
10,000
-110,000
| -92% | -$4.02M | 0.04% | 163 |
|
2016
Q2 | $3.86M | Sell |
120,000
-80,000
| -40% | -$2.58M | 0.48% | 77 |
|
2016
Q1 | $6.5M | Sell |
200,000
-97,600
| -33% | -$3.17M | 0.84% | 34 |
|
2015
Q4 | $9.63M | Buy |
297,600
+60,600
| +26% | +$1.96M | 1.12% | 23 |
|
2015
Q3 | $6.83M | Hold |
237,000
| – | – | 0.76% | 39 |
|
2015
Q2 | $6.48M | Hold |
237,000
| – | – | 0.73% | 49 |
|
2015
Q1 | $5.98M | Sell |
237,000
-17,400
| -7% | -$439K | 0.7% | 48 |
|
2014
Q4 | $6.52M | Sell |
254,400
-22,089
| -8% | -$566K | 0.77% | 37 |
|
2014
Q3 | $6.6M | Buy |
276,489
+4,989
| +2% | +$119K | 0.8% | 38 |
|
2014
Q2 | $6.67M | Buy |
271,500
+196,500
| +262% | +$4.83M | 0.87% | 38 |
|
2014
Q1 | $1.79M | Buy |
+75,000
| New | +$1.79M | 0.22% | 124 |
|