Teachers 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 | $13.1M | Buy |
339,257
+87,248
| +35% | +$3.37M | 0.02% | 861 |
|
2018
Q4 | $9.55M | Buy |
252,009
+110,732
| +78% | +$4.2M | 0.01% | 953 |
|
2018
Q3 | $6.66M | Buy |
141,277
+81,573
| +137% | +$3.85M | 0.01% | 1280 |
|
2018
Q2 | $3.18M | Sell |
59,704
-92
| -0.2% | -$4.9K | ﹤0.01% | 1674 |
|
2018
Q1 | $2.86M | Buy |
59,796
+111
| +0.2% | +$5.32K | ﹤0.01% | 1616 |
|
2017
Q4 | $2.86M | Buy |
59,685
+2,542
| +4% | +$122K | ﹤0.01% | 1638 |
|
2017
Q3 | $2.79M | Sell |
57,143
-1,129
| -2% | -$55K | ﹤0.01% | 1644 |
|
2017
Q2 | $2.64M | Sell |
58,272
-7,472
| -11% | -$339K | ﹤0.01% | 1658 |
|
2017
Q1 | $3.02M | Buy |
65,744
+15,714
| +31% | +$722K | ﹤0.01% | 1551 |
|
2016
Q4 | $2.32M | Buy |
50,030
+1,355
| +3% | +$62.8K | ﹤0.01% | 1681 |
|
2016
Q3 | $1.78M | Hold |
48,675
| – | – | ﹤0.01% | 1752 |
|
2016
Q2 | $1.57M | Sell |
48,675
-600
| -1% | -$19.3K | ﹤0.01% | 1799 |
|
2016
Q1 | $1.6M | Hold |
49,275
| – | – | ﹤0.01% | 1699 |
|
2015
Q4 | $1.6M | Buy |
49,275
+3,643
| +8% | +$118K | ﹤0.01% | 1726 |
|
2015
Q3 | $1.32M | Hold |
45,632
| – | – | ﹤0.01% | 1828 |
|
2015
Q2 | $1.25M | Buy |
45,632
+6,074
| +15% | +$166K | ﹤0.01% | 1976 |
|
2015
Q1 | $997K | Buy |
39,558
+2,028
| +5% | +$51.1K | ﹤0.01% | 2033 |
|
2014
Q4 | $962K | Hold |
37,530
| – | – | ﹤0.01% | 2044 |
|
2014
Q3 | $896K | Hold |
37,530
| – | – | ﹤0.01% | 2063 |
|
2014
Q2 | $922K | Buy |
37,530
+2,709
| +8% | +$66.6K | ﹤0.01% | 2080 |
|
2014
Q1 | $829K | Hold |
34,821
| – | – | ﹤0.01% | 2138 |
|
2013
Q4 | $900K | Buy |
34,821
+1,740
| +5% | +$45K | ﹤0.01% | 2060 |
|
2013
Q3 | $664K | Buy |
33,081
+1,239
| +4% | +$24.9K | ﹤0.01% | 2155 |
|
2013
Q2 | $556K | Buy |
+31,842
| New | +$556K | ﹤0.01% | 2185 |
|