Nine Chapters 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-18,800
| Closed | -$542K | – | 553 |
|
|
2015
Q3 | $542K | Buy |
18,800
+3,300
| +21% | +$95.1K | 0.05% | 543 |
|
|
2015
Q2 | $424K | Sell |
15,500
-10,900
| -41% | -$298K | 0.04% | 634 |
|
|
2015
Q1 | $666K | Buy |
26,400
+1,800
| +7% | +$45.4K | 0.06% | 497 |
|
|
2014
Q4 | $630K | Sell |
24,600
-8,400
| -25% | -$215K | 0.05% | 471 |
|
|
2014
Q3 | $788K | Buy |
33,000
+7,200
| +28% | +$172K | 0.07% | 376 |
|
|
2014
Q2 | $634K | Buy |
25,800
+900
| +4% | +$22.1K | 0.05% | 470 |
|
|
2014
Q1 | $593K | Sell |
24,900
-18,000
| -42% | -$429K | 0.07% | 409 |
|
|
2013
Q4 | $1.11M | Buy |
42,900
+31,500
| +276% | +$814K | 0.11% | 268 |
|
|
2013
Q3 | $229K | Sell |
11,400
-6,300
| -36% | -$127K | 0.03% | 604 |
|
|
2013
Q2 | $309K | Buy |
+17,700
| New | +$309K | 0.05% | 449 |
|