Rational Advisors’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-5,125
| Closed | -$167K | – | 274 |
|
|
2016
Q1 | $167K | Buy |
+5,125
| New | +$167K | 0.11% | 156 |
|
|
2013
Q4 | – | Sell |
-41,400
| Closed | -$831K | – | 883 |
|
|
2013
Q3 | $831K | Sell |
41,400
-4,500
| -10% | -$90.3K | 0.06% | 336 |
|
|
2013
Q2 | $802K | Buy |
+45,900
| New | +$802K | 0.07% | 340 |
|