TFS Capital’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-20,860
| Closed | -$967K | – | 866 |
|
|
2016
Q4 | $967K | Sell |
20,860
-1,702
| -8% | -$78.9K | 0.26% | 134 |
|
|
2016
Q3 | $823K | Buy |
22,562
+6,196
| +38% | +$226K | 0.2% | 168 |
|
|
2016
Q2 | $527K | Buy |
16,366
+3,420
| +26% | +$110K | 0.1% | 361 |
|
|
2016
Q1 | $421K | Buy |
+12,946
| New | +$421K | 0.06% | 510 |
|
|
2015
Q2 | – | Sell |
-33,645
| Closed | -$848K | – | 1096 |
|
|
2015
Q1 | $848K | Buy |
33,645
+1,605
| +5% | +$40.5K | 0.08% | 400 |
|
|
2014
Q4 | $821K | Sell |
32,040
-1,269
| -4% | -$32.5K | 0.08% | 421 |
|
|
2014
Q3 | $795K | Sell |
33,309
-33,438
| -50% | -$798K | 0.07% | 451 |
|
|
2014
Q2 | $1.64M | Buy |
+66,747
| New | +$1.64M | 0.13% | 240 |
|
|
2014
Q1 | – | Sell |
-59,802
| Closed | -$1.55M | – | 1600 |
|
|
2013
Q4 | $1.55M | Buy |
59,802
+35,385
| +145% | +$914K | 0.07% | 396 |
|
|
2013
Q3 | $490K | Sell |
24,417
-12,552
| -34% | -$252K | 0.02% | 882 |
|
|
2013
Q2 | $646K | Buy |
+36,969
| New | +$646K | 0.03% | 805 |
|