MUFG Americas’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
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|
2018
Q2 | $19K | Hold |
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|
2018
Q1 | $17K | Sell |
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|
2017
Q4 | $22K | Buy |
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|
2017
Q3 | $22K | Buy |
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|
2017
Q2 | $20K | Hold |
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|
2017
Q1 | $20K | Buy |
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|
2016
Q4 | $16K | Buy |
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|
2016
Q3 | $12K | Hold |
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|
2016
Q2 | $10K | Buy |
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|
2016
Q1 | $7K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $3K | Hold |
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|
2015
Q2 | $3K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $644K | Buy |
|