ALPS Advisors’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Buy |
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|
2025
Q1 | $358K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $371K | Sell |
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|
2024
Q1 | $358K | Sell |
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|
2023
Q4 | $390K | Sell |
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|
2023
Q3 | $327K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $275K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $339K | Sell |
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|
2019
Q3 | $355K | Sell |
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|
2019
Q2 | $374K | Sell |
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|
2019
Q1 | $368K | Sell |
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|
2018
Q4 | $363K | Sell |
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|
2018
Q3 | $474K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $480K | Buy |
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|
2017
Q1 | $485K | Sell |
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|
2016
Q4 | $528K | Buy |
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|
2016
Q3 | $412K | Sell |
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|
2016
Q2 | $401K | Sell |
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|
2016
Q1 | $435K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $549K | Sell |
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|
2014
Q3 | $587K | Buy |
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