Secor Capital Advisors’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-14,127
| Closed | -$536K | – | 538 |
|
|
2018
Q4 | $536K | Buy |
14,127
+8,731
| +162% | +$331K | 0.07% | 263 |
|
|
2018
Q3 | $254K | Buy |
+5,396
| New | +$254K | 0.03% | 328 |
|
|
2016
Q2 | – | Sell |
-6,147
| Closed | -$200K | – | 668 |
|
|
2016
Q1 | $200K | Buy |
+6,147
| New | +$200K | 0.03% | 486 |
|
|
2015
Q3 | – | Sell |
-7,952
| Closed | -$217K | – | 586 |
|
|
2015
Q2 | $217K | Sell |
7,952
-1,963
| -20% | -$53.6K | 0.08% | 359 |
|
|
2015
Q1 | $250K | Sell |
9,915
-2,631
| -21% | -$66.3K | 0.1% | 352 |
|
|
2014
Q4 | $322K | Sell |
12,546
-4,296
| -26% | -$110K | 0.13% | 257 |
|
|
2014
Q3 | $402K | Buy |
+16,842
| New | +$402K | 0.23% | 163 |
|