CIBC Asset Management’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Hold |
3,992
| – | – | ﹤0.01% | 1060 |
|
|
2025
Q1 | $207K | Sell |
3,992
-85
| -2% | -$4.41K | ﹤0.01% | 1064 |
|
|
2024
Q4 | $217K | Buy |
4,077
+108
| +3% | +$5.74K | ﹤0.01% | 1075 |
|
|
2024
Q3 | $202K | Buy |
+3,969
| New | +$202K | ﹤0.01% | 1113 |
|
|
2023
Q4 | – | Sell |
-6,176
| Closed | -$225K | – | 1146 |
|
|
2023
Q3 | $225K | Sell |
6,176
-351
| -5% | -$12.8K | ﹤0.01% | 884 |
|
|
2023
Q2 | $246K | Sell |
6,527
-205
| -3% | -$7.73K | ﹤0.01% | 867 |
|
|
2023
Q1 | $253K | Sell |
6,732
-286
| -4% | -$10.8K | ﹤0.01% | 855 |
|
|
2022
Q4 | $318K | Buy |
7,018
+1,434
| +26% | +$65K | ﹤0.01% | 792 |
|
|
2022
Q3 | $259K | Buy |
+5,584
| New | +$259K | ﹤0.01% | 947 |
|
|
2022
Q2 | – | Sell |
-5,163
| Closed | -$241K | – | 1487 |
|
|
2022
Q1 | $241K | Buy |
+5,163
| New | +$241K | ﹤0.01% | 1204 |
|
|
2021
Q4 | – | Sell |
-5,236
| Closed | -$269K | – | 1610 |
|
|
2021
Q3 | $269K | Sell |
5,236
-133
| -2% | -$6.83K | ﹤0.01% | 1083 |
|
|
2021
Q2 | $250K | Hold |
5,369
| – | – | ﹤0.01% | 1116 |
|
|
2021
Q1 | $267K | Buy |
+5,369
| New | +$267K | ﹤0.01% | 1020 |
|