Cambridge Investment Research Advisors’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 | $214K | Buy |
+3,895
| New | +$214K | ﹤0.01% | 3300 |
|
|
2025
Q1 | – | Sell |
-4,558
| Closed | -$242K | – | 3652 |
|
|
2024
Q4 | $242K | Buy |
4,558
+36
| +0.8% | +$1.91K | ﹤0.01% | 3029 |
|
|
2024
Q3 | $231K | Sell |
4,522
-2,728
| -38% | -$139K | ﹤0.01% | 3031 |
|
|
2024
Q2 | $341K | Buy |
7,250
+42
| +0.6% | +$1.98K | ﹤0.01% | 2599 |
|
|
2024
Q1 | $325K | Buy |
7,208
+2,714
| +60% | +$122K | ﹤0.01% | 2639 |
|
|
2023
Q4 | $206K | Buy |
+4,494
| New | +$206K | ﹤0.01% | 2880 |
|
|
2023
Q1 | – | Sell |
-4,492
| Closed | -$204K | – | 3266 |
|
|
2022
Q4 | $204K | Sell |
4,492
-64
| -1% | -$2.91K | ﹤0.01% | 2740 |
|
|
2022
Q3 | $212K | Buy |
+4,556
| New | +$212K | ﹤0.01% | 2652 |
|
|
2022
Q2 | – | Sell |
-4,508
| Closed | -$210K | – | 3226 |
|
|
2022
Q1 | $210K | Buy |
4,508
+32
| +0.7% | +$1.49K | ﹤0.01% | 2826 |
|
|
2021
Q4 | $224K | Sell |
4,476
-32
| -0.7% | -$1.6K | ﹤0.01% | 2778 |
|
|
2021
Q3 | $231K | Buy |
4,508
+7
| +0.2% | +$359 | ﹤0.01% | 2687 |
|
|
2021
Q2 | $210K | Buy |
4,501
+5
| +0.1% | +$233 | ﹤0.01% | 2791 |
|
|
2021
Q1 | $224K | Buy |
+4,496
| New | +$224K | ﹤0.01% | 2521 |
|