QS Investors’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-33,675
| Closed | -$1.39M | – | 1659 |
|
|
2019
Q2 | $1.39M | Sell |
33,675
-609
| -2% | -$25.2K | 0.02% | 702 |
|
|
2019
Q1 | $1.32M | Sell |
34,284
-228
| -0.7% | -$8.81K | 0.01% | 739 |
|
|
2018
Q4 | $1.31M | Hold |
34,512
| – | – | 0.02% | 695 |
|
|
2018
Q3 | $1.63M | Buy |
34,512
+34,475
| +93,176% | +$1.63M | 0.02% | 678 |
|
|
2018
Q2 | $2K | Hold |
37
| – | – | ﹤0.01% | 1699 |
|
|
2018
Q1 | $2K | Hold |
37
| – | – | ﹤0.01% | 1699 |
|
|
2017
Q4 | $2K | Sell |
37
-31,226
| -100% | -$1.69M | ﹤0.01% | 1707 |
|
|
2017
Q3 | $1.52M | Sell |
31,263
-25,156
| -45% | -$1.23M | 0.01% | 698 |
|
|
2017
Q2 | $2.56M | Sell |
56,419
-1,418
| -2% | -$64.3K | 0.02% | 516 |
|
|
2017
Q1 | $2.66M | Sell |
57,837
-1,590
| -3% | -$73.1K | 0.02% | 517 |
|
|
2016
Q4 | $2.75M | Sell |
59,427
-14,079
| -19% | -$652K | 0.02% | 524 |
|
|
2016
Q3 | $2.68M | Hold |
73,506
| – | – | 0.02% | 579 |
|
|
2016
Q2 | $2.37M | Sell |
73,506
-3,343
| -4% | -$108K | 0.02% | 603 |
|
|
2016
Q1 | $2.5M | Sell |
76,849
-604
| -0.8% | -$19.6K | 0.02% | 596 |
|
|
2015
Q4 | $2.51M | Sell |
77,453
-1,822
| -2% | -$59K | 0.02% | 600 |
|
|
2015
Q3 | $2.28M | Hold |
79,275
| – | – | 0.02% | 582 |
|
|
2015
Q2 | $2.17M | Hold |
79,275
| – | – | 0.03% | 600 |
|
|
2015
Q1 | $2M | Hold |
79,275
| – | – | 0.02% | 597 |
|
|
2014
Q4 | $2.03M | Buy |
+79,275
| New | +$2.03M | 0.02% | 583 |
|