MPAM
Monarch Partners Asset Management’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-92,000
| Closed | -$4.72M | – | 179 |
|
|
2021
Q3 | $4.72M | Buy |
+92,000
| New | +$4.72M | 0.69% | 63 |
|
|
2018
Q4 | – | Sell |
-63,960
| Closed | -$3.02M | – | 212 |
|
|
2018
Q3 | $3.02M | Buy |
63,960
+615
| +1% | +$29K | 0.27% | 101 |
|
|
2018
Q2 | $3.38M | Sell |
63,345
-850
| -1% | -$45.3K | 0.31% | 100 |
|
|
2018
Q1 | $3.08M | Buy |
64,195
+1,140
| +2% | +$54.6K | 0.29% | 112 |
|
|
2017
Q4 | $3.02M | Buy |
63,055
+865
| +1% | +$41.4K | 0.28% | 113 |
|
|
2017
Q3 | $3.03M | Sell |
62,190
-6,240
| -9% | -$304K | 0.29% | 115 |
|
|
2017
Q2 | $3.1M | Buy |
68,430
+14,960
| +28% | +$678K | 0.31% | 108 |
|
|
2017
Q1 | $2.46M | Buy |
+53,470
| New | +$2.46M | 0.25% | 114 |
|