MUFG Americas’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-348
| Closed | -$19K | – | 840 |
|
|
2018
Q2 | $19K | Hold |
348
| – | – | ﹤0.01% | 665 |
|
|
2018
Q1 | $17K | Sell |
348
-105
| -23% | -$5.13K | ﹤0.01% | 684 |
|
|
2017
Q4 | $22K | Buy |
453
+10
| +2% | +$486 | ﹤0.01% | 719 |
|
|
2017
Q3 | $22K | Buy |
443
+10
| +2% | +$497 | ﹤0.01% | 718 |
|
|
2017
Q2 | $20K | Hold |
433
| – | – | ﹤0.01% | 705 |
|
|
2017
Q1 | $20K | Buy |
433
+78
| +22% | +$3.6K | ﹤0.01% | 720 |
|
|
2016
Q4 | $16K | Buy |
355
+37
| +12% | +$1.67K | ﹤0.01% | 763 |
|
|
2016
Q3 | $12K | Hold |
318
| – | – | ﹤0.01% | 826 |
|
|
2016
Q2 | $10K | Buy |
318
+113
| +55% | +$3.55K | ﹤0.01% | 852 |
|
|
2016
Q1 | $7K | Buy |
+205
| New | +$7K | ﹤0.01% | 883 |
|
|
2015
Q4 | – | Sell |
-93
| Closed | -$3K | – | 1209 |
|
|
2015
Q3 | $3K | Hold |
93
| – | – | ﹤0.01% | 1063 |
|
|
2015
Q2 | $3K | Buy |
+93
| New | +$3K | ﹤0.01% | 1050 |
|
|
2013
Q3 | – | Sell |
-36,900
| Closed | -$644K | – | 1472 |
|
|
2013
Q2 | $644K | Buy |
+36,900
| New | +$644K | 0.01% | 616 |
|