Marshall Wace North America’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-40,212
| Closed | -$1.15M | – | 1507 |
|
2020
Q2 | $1.15M | Buy |
+40,212
| New | +$1.15M | 0.01% | 724 |
|
2019
Q2 | – | Sell |
-868
| Closed | -$34K | – | 1661 |
|
2019
Q1 | $34K | Hold |
868
| – | – | ﹤0.01% | 1321 |
|
2018
Q4 | $33K | Buy |
+868
| New | +$33K | ﹤0.01% | 1345 |
|
2018
Q3 | – | Sell |
-22,637
| Closed | -$1.21M | – | 1411 |
|
2018
Q2 | $1.21M | Buy |
22,637
+17,791
| +367% | +$949K | 0.01% | 887 |
|
2018
Q1 | $232K | Sell |
4,846
-6,992
| -59% | -$335K | ﹤0.01% | 1312 |
|
2017
Q4 | $566K | Buy |
+11,838
| New | +$566K | ﹤0.01% | 1122 |
|