EGM
Engineers Gate Manager’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Buy |
+4,333
| New | +$238K | ﹤0.01% | 1833 |
|
|
2025
Q1 | – | Sell |
-32,124
| Closed | -$1.71M | – | 2623 |
|
|
2024
Q4 | $1.71M | Buy |
32,124
+12,843
| +67% | +$682K | 0.03% | 698 |
|
|
2024
Q3 | $983K | Sell |
19,281
-13,783
| -42% | -$703K | 0.02% | 996 |
|
|
2024
Q2 | $1.55M | Buy |
33,064
+3,279
| +11% | +$154K | 0.04% | 682 |
|
|
2024
Q1 | $1.34M | Sell |
29,785
-30,825
| -51% | -$1.39M | 0.04% | 671 |
|
|
2023
Q4 | $2.78M | Buy |
60,610
+13,867
| +30% | +$637K | 0.08% | 348 |
|
|
2023
Q3 | $1.71M | Sell |
46,743
-6,352
| -12% | -$232K | 0.06% | 443 |
|
|
2023
Q2 | $2M | Sell |
53,095
-11,120
| -17% | -$419K | 0.08% | 357 |
|
|
2023
Q1 | $2.42M | Buy |
64,215
+54,911
| +590% | +$2.07M | 0.1% | 267 |
|
|
2022
Q4 | $422K | Buy |
9,304
+3,696
| +66% | +$168K | 0.03% | 1000 |
|
|
2022
Q3 | $261K | Sell |
5,608
-4,289
| -43% | -$200K | 0.02% | 1183 |
|
|
2022
Q2 | $397K | Buy |
+9,897
| New | +$397K | 0.01% | 1236 |
|
|
2019
Q3 | – | Sell |
-31,887
| Closed | -$1.32M | – | 1650 |
|
|
2019
Q2 | $1.32M | Buy |
+31,887
| New | +$1.32M | 0.07% | 419 |
|
|
2019
Q1 | – | Sell |
-5,551
| Closed | -$210K | – | 1175 |
|
|
2018
Q4 | $210K | Sell |
5,551
-16,547
| -75% | -$626K | 0.02% | 737 |
|
|
2018
Q3 | $1.04M | Buy |
22,098
+17,377
| +368% | +$819K | 0.08% | 339 |
|
|
2018
Q2 | $252K | Buy |
+4,721
| New | +$252K | 0.02% | 724 |
|
|
2018
Q1 | – | Sell |
-15,300
| Closed | -$732K | – | 1002 |
|
|
2017
Q4 | $732K | Buy |
15,300
+6,900
| +82% | +$330K | 0.05% | 530 |
|
|
2017
Q3 | $410K | Buy |
+8,400
| New | +$410K | 0.03% | 579 |
|