SRCM
Swift Run Capital Management’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $833K | Sell |
18,567
-7,664
| -29% | -$344K | 1.61% | 21 |
|
|
2020
Q3 | $707K | Sell |
26,231
-31,468
| -55% | -$848K | 1.4% | 22 |
|
|
2020
Q2 | $1.66M | Sell |
57,699
-3,886
| -6% | -$112K | 2.76% | 8 |
|
|
2020
Q1 | $1.54M | Sell |
61,585
-6,125
| -9% | -$153K | 2.16% | 9 |
|
|
2019
Q4 | $2.98M | Sell |
67,710
-14,406
| -18% | -$634K | 3.9% | 11 |
|
|
2019
Q3 | $3.62M | Sell |
82,116
-2,184
| -3% | -$96.3K | 3.38% | 13 |
|
|
2019
Q2 | $3.48M | Sell |
84,300
-316
| -0.4% | -$13.1K | 3.21% | 13 |
|
|
2019
Q1 | $3.27M | Buy |
+84,616
| New | +$3.27M | 3.01% | 13 |
|