Creative Planning’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 | – | Sell |
-4,264
| Closed | -$221K | – | 3713 |
|
|
2025
Q1 | $221K | Buy |
+4,264
| New | +$221K | ﹤0.01% | 2977 |
|
|
2023
Q4 | – | Sell |
-72
| Closed | -$2.63K | – | 3011 |
|
|
2023
Q3 | $2.63K | Buy |
+72
| New | +$2.63K | ﹤0.01% | 2728 |
|
|
2020
Q1 | – | Sell |
-4,612
| Closed | -$203K | – | 1924 |
|
|
2019
Q4 | $203K | Hold |
4,612
| – | – | ﹤0.01% | 1620 |
|
|
2019
Q3 | $203K | Buy |
+4,612
| New | +$203K | ﹤0.01% | 1592 |
|
|
2018
Q4 | – | Sell |
-4,313
| Closed | -$203K | – | 1939 |
|
|
2018
Q3 | $203K | Hold |
4,313
| – | – | ﹤0.01% | 1661 |
|
|
2018
Q2 | $230K | Hold |
4,313
| – | – | ﹤0.01% | 1530 |
|
|
2018
Q1 | $207K | Buy |
+4,313
| New | +$207K | ﹤0.01% | 1578 |
|
|
2017
Q3 | – | Sell |
-753
| Closed | -$34K | – | 3616 |
|
|
2017
Q2 | $34K | Sell |
753
-148
| -16% | -$6.68K | ﹤0.01% | 2792 |
|
|
2017
Q1 | $41K | Buy |
901
+148
| +20% | +$6.74K | ﹤0.01% | 2606 |
|
|
2016
Q4 | $35K | Hold |
753
| – | – | ﹤0.01% | 2652 |
|
|
2016
Q3 | $27K | Hold |
753
| – | – | ﹤0.01% | 2814 |
|
|
2016
Q2 | $24K | Hold |
753
| – | – | ﹤0.01% | 2644 |
|
|
2016
Q1 | $24K | Hold |
753
| – | – | ﹤0.01% | 2618 |
|
|
2015
Q4 | $24K | Hold |
753
| – | – | ﹤0.01% | 2684 |
|
|
2015
Q3 | $22K | Buy |
+753
| New | +$22K | ﹤0.01% | 2643 |
|