Ameritas Investment Partners’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 | $331K | Hold |
6,027
| – | – | 0.01% | 1014 |
|
|
2025
Q1 | $313K | Hold |
6,027
| – | – | 0.01% | 1019 |
|
|
2024
Q4 | $320K | Hold |
6,027
| – | – | 0.01% | 1046 |
|
|
2024
Q3 | $307K | Hold |
6,027
| – | – | 0.01% | 1075 |
|
|
2024
Q2 | $283K | Hold |
6,027
| – | – | 0.01% | 1045 |
|
|
2024
Q1 | $272K | Sell |
6,027
-316
| -5% | -$14.3K | 0.01% | 1094 |
|
|
2023
Q4 | $291K | Buy |
6,343
+255
| +4% | +$11.7K | 0.01% | 1048 |
|
|
2023
Q3 | $222K | Buy |
6,088
+1,028
| +20% | +$37.5K | 0.01% | 1117 |
|
|
2023
Q2 | $191K | Buy |
5,060
+229
| +5% | +$8.64K | 0.01% | 1158 |
|
|
2023
Q1 | $182K | Hold |
4,831
| – | – | 0.01% | 1153 |
|
|
2022
Q4 | $234K | Hold |
4,831
| – | – | 0.01% | 1042 |
|
|
2022
Q3 | $224K | Hold |
4,831
| – | – | 0.01% | 1007 |
|
|
2022
Q2 | $193K | Sell |
4,831
-228
| -5% | -$9.11K | 0.01% | 1085 |
|
|
2022
Q1 | $236K | Buy |
5,059
+1,455
| +40% | +$67.9K | 0.01% | 1078 |
|
|
2021
Q4 | $181K | Hold |
3,604
| – | – | 0.01% | 1283 |
|
|
2021
Q3 | $185K | Sell |
3,604
-245
| -6% | -$12.6K | 0.01% | 1258 |
|
|
2021
Q2 | $179K | Hold |
3,849
| – | – | 0.01% | 1331 |
|
|
2021
Q1 | $192K | Sell |
3,849
-356
| -8% | -$17.8K | 0.01% | 1249 |
|
|
2020
Q4 | $189K | Sell |
4,205
-265
| -6% | -$11.9K | 0.01% | 1193 |
|
|
2020
Q3 | $121K | Hold |
4,470
| – | – | 0.01% | 1317 |
|
|
2020
Q2 | $128K | Hold |
4,470
| – | – | 0.01% | 1262 |
|
|
2020
Q1 | $111K | Hold |
4,470
| – | – | 0.01% | 1212 |
|
|
2019
Q4 | $197K | Hold |
4,470
| – | – | 0.01% | 1098 |
|
|
2019
Q3 | $197K | Hold |
4,470
| – | – | 0.01% | 1066 |
|
|
2019
Q2 | $185K | Buy |
4,470
+258
| +6% | +$10.7K | 0.01% | 1109 |
|
|
2019
Q1 | $163K | Buy |
4,212
+1,766
| +72% | +$68.3K | 0.01% | 1170 |
|
|
2018
Q4 | $93K | Hold |
2,446
| – | – | 0.01% | 1437 |
|
|
2018
Q3 | $115K | Hold |
2,446
| – | – | 0.01% | 1465 |
|
|
2018
Q2 | $130K | Sell |
2,446
-207
| -8% | -$11K | 0.01% | 1352 |
|
|
2018
Q1 | $127K | Hold |
2,653
| – | – | 0.01% | 1341 |
|
|
2017
Q4 | $127K | Hold |
2,653
| – | – | 0.01% | 1367 |
|
|
2017
Q3 | $118K | Hold |
2,653
| – | – | 0.01% | 1362 |
|
|
2017
Q2 | $120K | Buy |
2,653
+256
| +11% | +$11.6K | 0.01% | 1354 |
|
|
2017
Q1 | $110K | Buy |
+2,397
| New | +$110K | 0.01% | 1371 |
|