Piermont 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $1.96M | Buy |
+51,695
| New | +$1.96M | 0.93% | 60 |
|
|
2015
Q3 | – | Sell |
-90,508
| Closed | -$2.48M | – | 256 |
|
|
2015
Q2 | $2.48M | Buy |
90,508
+2,860
| +3% | +$78.2K | 0.75% | 72 |
|
|
2015
Q1 | $2.21M | Buy |
87,648
+1,710
| +2% | +$43.1K | 0.67% | 80 |
|
|
2014
Q4 | $2.2M | Buy |
85,938
+1,290
| +2% | +$33.1K | 0.78% | 74 |
|
|
2014
Q3 | $2.02M | Sell |
84,648
-720
| -0.8% | -$17.2K | 0.78% | 72 |
|
|
2014
Q2 | $2.1M | Buy |
85,368
+14,628
| +21% | +$359K | 0.82% | 75 |
|
|
2014
Q1 | $1.68M | Buy |
70,740
+510
| +0.7% | +$12.1K | 0.81% | 74 |
|
|
2013
Q4 | $1.82M | Buy |
+70,230
| New | +$1.82M | 0.91% | 54 |
|