PDT Partners’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-23,174
| Closed | -$1.05M | – | 576 |
|
|
2017
Q2 | $1.05M | Sell |
23,174
-300
| -1% | -$13.6K | 0.04% | 332 |
|
|
2017
Q1 | $1.08M | Buy |
23,474
+4,900
| +26% | +$225K | 0.06% | 313 |
|
|
2016
Q4 | $861K | Hold |
18,574
| – | – | 0.06% | 347 |
|
|
2016
Q3 | $678K | Buy |
18,574
+5,000
| +37% | +$183K | 0.04% | 346 |
|
|
2016
Q2 | $437K | Hold |
13,574
| – | – | 0.03% | 341 |
|
|
2016
Q1 | $441K | Hold |
13,574
| – | – | 0.03% | 426 |
|
|
2015
Q4 | $439K | Sell |
13,574
-30,748
| -69% | -$994K | 0.06% | 286 |
|
|
2015
Q3 | $1.28M | Buy |
44,322
+12,784
| +41% | +$368K | 0.03% | 640 |
|
|
2015
Q2 | $863K | Buy |
+31,538
| New | +$863K | 0.02% | 785 |
|
|
2015
Q1 | – | Sell |
-10,305
| Closed | -$264K | – | 1442 |
|
|
2014
Q4 | $264K | Sell |
10,305
-7,752
| -43% | -$199K | 0.03% | 537 |
|
|
2014
Q3 | $431K | Buy |
+18,057
| New | +$431K | 0.01% | 985 |
|
|
2014
Q2 | – | Sell |
-17,940
| Closed | -$427K | – | 1667 |
|
|
2014
Q1 | $427K | Buy |
+17,940
| New | +$427K | 0.01% | 1019 |
|