Thomas White International’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-510
| Closed | -$13K | – | 379 |
|
|
2014
Q4 | $13K | Hold |
510
| – | – | ﹤0.01% | 286 |
|
|
2014
Q3 | $12K | Hold |
510
| – | – | ﹤0.01% | 281 |
|
|
2014
Q2 | $13K | Hold |
510
| – | – | ﹤0.01% | 292 |
|
|
2014
Q1 | $12K | Hold |
510
| – | – | ﹤0.01% | 285 |
|
|
2013
Q4 | $13K | Hold |
510
| – | – | ﹤0.01% | 295 |
|
|
2013
Q3 | $10K | Buy |
510
+150
| +42% | +$2.94K | ﹤0.01% | 315 |
|
|
2013
Q2 | $6K | Buy |
+360
| New | +$6K | ﹤0.01% | 328 |
|