Panagora Asset Management’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,306
| Closed | -$104K | – | 2503 |
|
|
2017
Q2 | $104K | Hold |
2,306
| – | – | ﹤0.01% | 1864 |
|
|
2017
Q1 | $106K | Hold |
2,306
| – | – | ﹤0.01% | 1849 |
|
|
2016
Q4 | $107K | Hold |
2,306
| – | – | ﹤0.01% | 1934 |
|
|
2016
Q3 | $84K | Hold |
2,306
| – | – | ﹤0.01% | 2010 |
|
|
2016
Q2 | $74K | Hold |
2,306
| – | – | ﹤0.01% | 1984 |
|
|
2016
Q1 | $75K | Sell |
2,306
-4,030
| -64% | -$131K | ﹤0.01% | 1933 |
|
|
2015
Q4 | $205K | Sell |
6,336
-23,331
| -79% | -$755K | ﹤0.01% | 1585 |
|
|
2015
Q3 | $855K | Sell |
29,667
-11,527
| -28% | -$332K | ﹤0.01% | 1101 |
|
|
2015
Q2 | $1.13M | Sell |
41,194
-50,081
| -55% | -$1.37M | 0.01% | 1037 |
|
|
2015
Q1 | $2.3M | Buy |
91,275
+23,301
| +34% | +$587K | 0.01% | 737 |
|
|
2014
Q4 | $1.74M | Buy |
67,974
+7,803
| +13% | +$200K | 0.01% | 804 |
|
|
2014
Q3 | $1.44M | Buy |
60,171
+5,817
| +11% | +$139K | 0.01% | 879 |
|
|
2014
Q2 | $1.34M | Buy |
54,354
+9,042
| +20% | +$222K | 0.01% | 975 |
|
|
2014
Q1 | $1.08M | Buy |
45,312
+9,975
| +28% | +$238K | 0.01% | 1146 |
|
|
2013
Q4 | $913K | Buy |
35,337
+29,457
| +501% | +$761K | ﹤0.01% | 1202 |
|
|
2013
Q3 | $118K | Buy |
+5,880
| New | +$118K | ﹤0.01% | 1817 |
|