Systematic Financial Management’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-11,605
| Closed | -$333K | – | 454 |
|
|
2020
Q2 | $333K | Sell |
11,605
-245
| -2% | -$7.03K | 0.02% | 254 |
|
|
2020
Q1 | $295K | Buy |
+11,850
| New | +$295K | 0.02% | 320 |
|
|
2015
Q3 | – | Sell |
-92,409
| Closed | -$2.53M | – | 708 |
|
|
2015
Q2 | $2.53M | Buy |
+92,409
| New | +$2.53M | 0.02% | 420 |
|
|
2014
Q4 | – | Sell |
-92,310
| Closed | -$2.2M | – | 729 |
|
|
2014
Q3 | $2.2M | Buy |
+92,310
| New | +$2.2M | 0.02% | 486 |
|
|
2014
Q2 | – | Sell |
-78,660
| Closed | -$1.87M | – | 737 |
|
|
2014
Q1 | $1.87M | Buy |
+78,660
| New | +$1.87M | 0.01% | 526 |
|