Putnam Investments’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-19,246
| Closed | -$938K | – | 1177 |
|
|
2017
Q3 | $938K | Sell |
19,246
-71,657
| -79% | -$3.49M | ﹤0.01% | 921 |
|
|
2017
Q2 | $4.12M | Buy |
90,903
+7,200
| +9% | +$326K | 0.01% | 573 |
|
|
2017
Q1 | $3.85M | Sell |
83,703
-11,800
| -12% | -$542K | 0.01% | 698 |
|
|
2016
Q4 | $4.43M | Buy |
95,503
+1,200
| +1% | +$55.6K | 0.01% | 619 |
|
|
2016
Q3 | $3.44M | Sell |
94,303
-25,800
| -21% | -$941K | 0.01% | 687 |
|
|
2016
Q2 | $3.87M | Hold |
120,103
| – | – | 0.01% | 740 |
|
|
2016
Q1 | $3.91M | Sell |
120,103
-11,700
| -9% | -$381K | 0.01% | 742 |
|
|
2015
Q4 | $4.27M | Sell |
131,803
-102,097
| -44% | -$3.3M | 0.01% | 719 |
|
|
2015
Q3 | $6.74M | Hold |
233,900
| – | – | 0.02% | 566 |
|
|
2015
Q2 | $6.4M | Buy |
+233,900
| New | +$6.4M | 0.01% | 625 |
|