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