Xact Kapitalforvaltning’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,005
| Closed | -$308K | – | 1377 |
|
|
2019
Q4 | $308K | Hold |
7,005
| – | – | 0.01% | 1231 |
|
|
2019
Q3 | $309K | Hold |
7,005
| – | – | 0.01% | 1184 |
|
|
2019
Q2 | $289K | Hold |
7,005
| – | – | 0.01% | 1253 |
|
|
2019
Q1 | $270K | Sell |
7,005
-25
| -0.4% | -$964 | 0.01% | 1278 |
|
|
2018
Q4 | $267K | Hold |
7,030
| – | – | 0.01% | 1297 |
|
|
2018
Q3 | $331K | Hold |
7,030
| – | – | 0.01% | 1298 |
|
|
2018
Q2 | $375K | Buy |
7,030
+800
| +13% | +$42.7K | 0.01% | 1165 |
|
|
2018
Q1 | $298K | Buy |
6,230
+700
| +13% | +$33.5K | 0.01% | 1253 |
|
|
2017
Q4 | $265K | Buy |
+5,530
| New | +$265K | 0.01% | 1031 |
|