ALPS Advisors’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Buy |
7,035
+135
| +2% | +$7.43K | ﹤0.01% | 790 |
|
|
2025
Q1 | $358K | Buy |
+6,900
| New | +$358K | ﹤0.01% | 741 |
|
|
2024
Q3 | – | Sell |
-7,893
| Closed | -$371K | – | 1145 |
|
|
2024
Q2 | $371K | Sell |
7,893
-44
| -0.6% | -$2.07K | ﹤0.01% | 683 |
|
|
2024
Q1 | $358K | Sell |
7,937
-549
| -6% | -$24.8K | ﹤0.01% | 778 |
|
|
2023
Q4 | $390K | Sell |
8,486
-484
| -5% | -$22.2K | ﹤0.01% | 687 |
|
|
2023
Q3 | $327K | Buy |
+8,970
| New | +$327K | ﹤0.01% | 770 |
|
|
2022
Q3 | – | Sell |
-6,854
| Closed | -$275K | – | 1196 |
|
|
2022
Q2 | $275K | Buy |
+6,854
| New | +$275K | ﹤0.01% | 884 |
|
|
2020
Q1 | – | Sell |
-7,706
| Closed | -$339K | – | 944 |
|
|
2019
Q4 | $339K | Sell |
7,706
-336
| -4% | -$14.8K | ﹤0.01% | 758 |
|
|
2019
Q3 | $355K | Sell |
8,042
-1,017
| -11% | -$44.9K | ﹤0.01% | 699 |
|
|
2019
Q2 | $374K | Sell |
9,059
-476
| -5% | -$19.7K | ﹤0.01% | 714 |
|
|
2019
Q1 | $368K | Sell |
9,535
-36
| -0.4% | -$1.39K | ﹤0.01% | 838 |
|
|
2018
Q4 | $363K | Sell |
9,571
-476
| -5% | -$18.1K | ﹤0.01% | 679 |
|
|
2018
Q3 | $474K | Buy |
+10,047
| New | +$474K | ﹤0.01% | 740 |
|
|
2017
Q3 | – | Sell |
-10,582
| Closed | -$480K | – | 880 |
|
|
2017
Q2 | $480K | Buy |
10,582
+27
| +0.3% | +$1.23K | ﹤0.01% | 549 |
|
|
2017
Q1 | $485K | Sell |
10,555
-839
| -7% | -$38.6K | ﹤0.01% | 500 |
|
|
2016
Q4 | $528K | Buy |
11,394
+108
| +1% | +$5.01K | ﹤0.01% | 354 |
|
|
2016
Q3 | $412K | Sell |
11,286
-1,178
| -9% | -$43K | ﹤0.01% | 560 |
|
|
2016
Q2 | $401K | Sell |
12,464
-917
| -7% | -$29.5K | ﹤0.01% | 457 |
|
|
2016
Q1 | $435K | Buy |
+13,381
| New | +$435K | ﹤0.01% | 461 |
|
|
2015
Q1 | – | Sell |
-21,438
| Closed | -$549K | – | 768 |
|
|
2014
Q4 | $549K | Sell |
21,438
-3,162
| -13% | -$81K | ﹤0.01% | 386 |
|
|
2014
Q3 | $587K | Buy |
+24,600
| New | +$587K | ﹤0.01% | 335 |
|