Brown Brothers Harriman & Co’s WSFS Financial WSFS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,500	Closed	-$94K	–	1342
2023 Q1	$94K	Buy	+2,500	New	+$94K	﹤0.01%	627
2022 Q2	–	Sell	-7,200	Closed	-$336K	–	1428
2022 Q1	$336K	Buy	+7,200	New	+$336K	﹤0.01%	407
2020 Q2	–	Sell	-49,047	Closed	-$1.22M	–	1213
2020 Q1	$1.22M	Hold	49,047	–	–	0.01%	173
2019 Q4	$2.16M	Sell	49,047 -92	-0.2%	-$4.05K	0.01%	171
2019 Q3	$2.17M	Buy	49,139 +92	+0.2%	+$4.06K	0.01%	160
2019 Q2	$2.03M	Hold	49,047	–	–	0.01%	157
2019 Q1	$1.89M	Hold	49,047	–	–	0.01%	158
2018 Q4	$1.86M	Hold	49,047	–	–	0.01%	149
2018 Q3	$2.31M	Hold	49,047	–	–	0.01%	138
2018 Q2	$2.61M	Hold	49,047	–	–	0.02%	128
2018 Q1	$2.35M	Hold	49,047	–	–	0.01%	129
2017 Q4	$2.35M	Hold	49,047	–	–	0.01%	135
2017 Q3	$2.39M	Hold	49,047	–	–	0.01%	127
2017 Q2	$2.22M	Hold	49,047	–	–	0.01%	126
2017 Q1	$2.25M	Hold	49,047	–	–	0.01%	129
2016 Q4	$2.27M	Hold	49,047	–	–	0.01%	129
2016 Q3	$1.79M	Hold	49,047	–	–	0.01%	143
2016 Q2	$1.58M	Hold	49,047	–	–	0.01%	152
2016 Q1	$1.6M	Hold	49,047	–	–	0.01%	153
2015 Q4	$1.59M	Hold	49,047	–	–	0.01%	161
2015 Q3	$1.41M	Hold	49,047	–	–	0.01%	164
2015 Q2	$1.34M	Sell	49,047 -16,350	-25%	-$447K	0.01%	170
2015 Q1	$1.65M	Hold	65,397	–	–	0.01%	156
2014 Q4	$1.68M	Hold	65,397	–	–	0.01%	161
2014 Q3	$1.56M	Hold	65,397	–	–	0.01%	170
2014 Q2	$1.61M	Buy	+65,397	New	+$1.61M	0.01%	174