Covestor’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 | $11K | Buy |
214
+17
| +9% | +$874 | 0.01% | 1571 |
|
|
2025
Q1 | $10K | Buy |
197
+179
| +994% | +$9.09K | 0.01% | 1523 |
|
|
2024
Q4 | $1K | Buy |
18
+10
| +125% | +$556 | ﹤0.01% | 2158 |
|
|
2024
Q3 | $0 | Sell |
8
-2
| -20% | – | ﹤0.01% | 2845 |
|
|
2024
Q2 | $0 | Sell |
10
-237
| -96% | – | ﹤0.01% | 2832 |
|
|
2024
Q1 | $11K | Sell |
247
-932
| -79% | -$41.5K | 0.01% | 1548 |
|
|
2023
Q4 | $54K | Sell |
1,179
-1
| -0.1% | -$46 | 0.04% | 819 |
|
|
2023
Q3 | $43K | Buy |
1,180
+516
| +78% | +$18.8K | 0.03% | 835 |
|
|
2023
Q2 | $25K | Buy |
664
+659
| +13,180% | +$24.8K | 0.02% | 1043 |
|
|
2023
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 2673 |
|
|
2022
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 2688 |
|
|
2022
Q3 | $0 | Sell |
5
-57
| -92% | – | ﹤0.01% | 2682 |
|
|
2022
Q2 | $3K | Buy |
62
+23
| +59% | +$1.11K | ﹤0.01% | 1557 |
|
|
2022
Q1 | $2K | Buy |
39
+13
| +50% | +$667 | ﹤0.01% | 1694 |
|
|
2021
Q4 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 1993 |
|