UBS’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $97K | Buy |
4,077
+3,177
| +353% | +$75.6K | ﹤0.01% | 4216 |
|
|
2014
Q2 | $22K | Buy |
900
+144
| +19% | +$3.52K | ﹤0.01% | 5218 |
|
|
2014
Q1 | $18K | Sell |
756
-1,479
| -66% | -$35.2K | ﹤0.01% | 5326 |
|
|
2013
Q4 | $58K | Buy |
2,235
+555
| +33% | +$14.4K | ﹤0.01% | 4426 |
|
|
2013
Q3 | $34K | Sell |
1,680
-522
| -24% | -$10.6K | ﹤0.01% | 4678 |
|
|
2013
Q2 | $39K | Buy |
+2,202
| New | +$39K | ﹤0.01% | 4432 |
|