Crossmark Global Holdings’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 | $217K | Buy |
+3,938
| New | +$217K | ﹤0.01% | 1238 |
|
|
2025
Q1 | – | Sell |
-3,904
| Closed | -$207K | – | 1363 |
|
|
2024
Q4 | $207K | Buy |
+3,904
| New | +$207K | ﹤0.01% | 1197 |
|
|
2023
Q3 | – | Sell |
-4,765
| Closed | -$208K | – | 1321 |
|
|
2023
Q2 | $208K | Buy |
+4,765
| New | +$208K | ﹤0.01% | 1240 |
|
|
2023
Q1 | – | Sell |
-5,042
| Closed | -$229K | – | 1318 |
|
|
2022
Q4 | $229K | Sell |
5,042
-502
| -9% | -$22.8K | 0.01% | 1129 |
|
|
2022
Q3 | $258K | Sell |
5,544
-73
| -1% | -$3.4K | 0.01% | 1064 |
|
|
2022
Q2 | $225K | Sell |
5,617
-10
| -0.2% | -$401 | 0.01% | 1172 |
|
|
2022
Q1 | $262K | Buy |
5,627
+1,307
| +30% | +$60.9K | 0.01% | 1195 |
|
|
2021
Q4 | $217K | Buy |
4,320
+70
| +2% | +$3.52K | ﹤0.01% | 1309 |
|
|
2021
Q3 | $218K | Buy |
+4,250
| New | +$218K | 0.01% | 1306 |
|
|
2021
Q2 | – | Sell |
-4,170
| Closed | -$208K | – | 1438 |
|
|
2021
Q1 | $208K | Buy |
+4,170
| New | +$208K | 0.01% | 1357 |
|