Concourse Financial Group Securities’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-117
| Closed | -$6.28K | – | 8425 |
|
|
2024
Q4 | $6.28K | Sell |
117
-80
| -41% | -$4.29K | ﹤0.01% | 1825 |
|
|
2024
Q3 | $10K | Sell |
197
-40
| -17% | -$2.04K | ﹤0.01% | 1687 |
|
|
2024
Q2 | $11.1K | Hold |
237
| – | – | ﹤0.01% | 1661 |
|
|
2024
Q1 | $10.7K | Hold |
237
| – | – | ﹤0.01% | 1679 |
|
|
2023
Q4 | $10.9K | Sell |
237
-49
| -17% | -$2.25K | ﹤0.01% | 1653 |
|
|
2023
Q3 | $10.4K | Sell |
286
-19
| -6% | -$694 | ﹤0.01% | 1628 |
|
|
2023
Q2 | $11.5K | Buy |
305
+16
| +6% | +$603 | ﹤0.01% | 1608 |
|
|
2023
Q1 | $10.9K | Sell |
289
-18
| -6% | -$677 | ﹤0.01% | 1645 |
|
|
2022
Q4 | $13.9K | Sell |
307
-21
| -6% | -$952 | ﹤0.01% | 1563 |
|
|
2022
Q3 | $15K | Buy |
328
+37
| +13% | +$1.69K | ﹤0.01% | 1383 |
|
|
2022
Q2 | $12K | Hold |
291
| – | – | ﹤0.01% | 1615 |
|
|
2022
Q1 | $14K | Buy |
+291
| New | +$14K | ﹤0.01% | 1600 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 7270 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 7032 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 6778 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 6540 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 6340 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 6130 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 5976 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 5895 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 5811 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 5653 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 5683 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 5585 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 5494 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 5328 |
|