Cerity 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 | $929K | Buy |
16,890
+4,155
| +33% | +$229K | ﹤0.01% | 1546 |
|
|
2025
Q1 | $661K | Buy |
+12,735
| New | +$661K | ﹤0.01% | 1613 |
|
|
2024
Q4 | – | Sell |
-5,358
| Closed | -$273K | – | 2618 |
|
|
2024
Q3 | $273K | Buy |
+5,358
| New | +$273K | ﹤0.01% | 2123 |
|
|
2023
Q2 | – | Sell |
-231
| Closed | -$598K | – | 1969 |
|
|
2023
Q1 | $598K | Buy |
+231
| New | +$598K | ﹤0.01% | 1209 |
|