CAPTRUST Financial 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
Q3 | $207K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $434K | Buy |
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|
2023
Q3 | $342K | Sell |
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|
2023
Q2 | $410K | Sell |
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|
2023
Q1 | $437K | Buy |
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|
2022
Q4 | $515K | Sell |
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|
2022
Q3 | $586K | Buy |
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|
2022
Q2 | $298K | Buy |
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|
2022
Q1 | $328K | Buy |
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|
2021
Q4 | $176K | Buy |
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|
2021
Q3 | $174K | Buy |
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|
2021
Q2 | $152K | Sell |
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|
2021
Q1 | $165K | Sell |
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|
2020
Q4 | $991K | Sell |
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|
2020
Q3 | $630K | Buy |
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|
2020
Q2 | $328K | Buy |
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|
2020
Q1 | $74K | Sell |
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|
2019
Q4 | $467K | Buy |
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|
2019
Q3 | $138K | Hold |
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|
2019
Q2 | $129K | Hold |
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|
2019
Q1 | $120K | Buy |
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|
2018
Q4 | $34K | Hold |
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|
2018
Q3 | $42K | Hold |
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|
2018
Q2 | $48K | Buy |
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