Palladium Partners’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-9,000
| Closed | -$424K | – | 278 |
|
|
2019
Q3 | $424K | Buy |
+9,000
| New | +$424K | 0.03% | 199 |
|
|
2018
Q4 | – | Sell |
-9,000
| Closed | -$424K | – | 256 |
|
|
2018
Q3 | $424K | Hold |
9,000
| – | – | 0.03% | 210 |
|
|
2018
Q2 | $480K | Hold |
9,000
| – | – | 0.03% | 200 |
|
|
2018
Q1 | $431K | Sell |
9,000
-1,557
| -15% | -$74.6K | 0.03% | 201 |
|
|
2017
Q4 | $505K | Hold |
10,557
| – | – | 0.04% | 197 |
|
|
2017
Q3 | $515K | Hold |
10,557
| – | – | 0.04% | 189 |
|
|
2017
Q2 | $479K | Hold |
10,557
| – | – | 0.04% | 191 |
|
|
2017
Q1 | $485K | Hold |
10,557
| – | – | 0.04% | 191 |
|
|
2016
Q4 | $489K | Hold |
10,557
| – | – | 0.04% | 188 |
|
|
2016
Q3 | $385K | Hold |
10,557
| – | – | 0.03% | 198 |
|
|
2016
Q2 | $340K | Hold |
10,557
| – | – | 0.03% | 197 |
|
|
2016
Q1 | $343K | Hold |
10,557
| – | – | 0.03% | 196 |
|
|
2015
Q4 | $342K | Hold |
10,557
| – | – | 0.03% | 198 |
|
|
2015
Q3 | $304K | Hold |
10,557
| – | – | 0.03% | 196 |
|
|
2015
Q2 | $289K | Hold |
10,557
| – | – | 0.03% | 216 |
|
|
2015
Q1 | $266K | Hold |
10,557
| – | – | 0.02% | 232 |
|
|
2014
Q4 | $271K | Hold |
10,557
| – | – | 0.02% | 230 |
|
|
2014
Q3 | $252K | Hold |
10,557
| – | – | 0.02% | 227 |
|
|
2014
Q2 | $259K | Hold |
10,557
| – | – | 0.02% | 226 |
|
|
2014
Q1 | $251K | Hold |
10,557
| – | – | 0.02% | 234 |
|
|
2013
Q4 | $273K | Hold |
10,557
| – | – | 0.03% | 228 |
|
|
2013
Q3 | $212K | Hold |
10,557
| – | – | 0.02% | 241 |
|
|
2013
Q2 | $184K | Buy |
+10,557
| New | +$184K | 0.02% | 246 |
|