SB
Suntrust Banks’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-9,102
| Closed | -$429K | – | 1331 |
|
|
2018
Q3 | $429K | Hold |
9,102
| – | – | ﹤0.01% | 970 |
|
|
2018
Q2 | $485K | Hold |
9,102
| – | – | ﹤0.01% | 920 |
|
|
2018
Q1 | $436K | Sell |
9,102
-67,500
| -88% | -$3.23M | ﹤0.01% | 934 |
|
|
2017
Q4 | $3.67M | Sell |
76,602
-31,354
| -29% | -$1.5M | 0.02% | 333 |
|
|
2017
Q3 | $5.26M | Hold |
107,956
| – | – | 0.03% | 296 |
|
|
2017
Q2 | $4.9M | Sell |
107,956
-8,000
| -7% | -$363K | 0.03% | 302 |
|
|
2017
Q1 | $5.33M | Hold |
115,956
| – | – | 0.03% | 269 |
|
|
2016
Q4 | $5.37M | Sell |
115,956
-4,404
| -4% | -$204K | 0.03% | 277 |
|
|
2016
Q3 | $4.39M | Sell |
120,360
-662
| -0.5% | -$24.2K | 0.03% | 307 |
|
|
2016
Q2 | $3.9M | Sell |
121,022
-2,768
| -2% | -$89.1K | 0.02% | 327 |
|
|
2016
Q1 | $4.03M | Sell |
123,790
-3,375
| -3% | -$110K | 0.02% | 304 |
|
|
2015
Q4 | $4.12M | Buy |
127,165
+4,159
| +3% | +$135K | 0.03% | 292 |
|
|
2015
Q3 | $3.54M | Buy |
+123,006
| New | +$3.54M | 0.02% | 300 |
|