Equitable Trust’s WSFS Financial WSFS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-8,350	Closed	-$375K	–	380
2020 Q4	$375K	Sell	8,350 -2,855	-25%	-$128K	0.03%	269
2020 Q3	$302K	Sell	11,205 -1,165	-9%	-$31.4K	0.03%	274
2020 Q2	$355K	Buy	+12,370	New	+$355K	0.03%	251