AlphaQuest’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Buy |
5,012
+3,432
| +217% | +$189K | 0.03% | 936 |
|
|
2025
Q1 | $82K | Hold |
1,580
| – | – | 0.01% | 1380 |
|
|
2024
Q4 | $83.9K | Buy |
+1,580
| New | +$83.9K | 0.01% | 1145 |
|
|
2024
Q2 | – | Sell |
-22,401
| Closed | -$1.01M | – | 1930 |
|
|
2024
Q1 | $1.01M | Sell |
22,401
-12,817
| -36% | -$579K | 0.18% | 188 |
|
|
2023
Q4 | $1.62M | Buy |
+35,218
| New | +$1.62M | 0.34% | 40 |
|