Global Retirement Partners’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $37.9K | Sell |
|
|||||
|
2025
Q2 | $39.3K | Buy |
|
|||||
|
2024
Q4 | $39.4K | Buy |
|
|||||
|
2024
Q3 | $37K | Sell |
|
|||||
|
2024
Q2 | $36.6K | Sell |
|
|||||
|
2024
Q1 | $38.8K | Sell |
|
|||||
|
2023
Q4 | $40.7K | Sell |
|
|||||
|
2023
Q3 | $48.1K | Buy |
|
|||||
|
2023
Q2 | $47.8K | Sell |
|
|||||
|
2023
Q1 | $47.8K | Buy |
|
|||||
|
2022
Q4 | $54.4K | Hold |
|
|||||
|
2022
Q3 | $56K | Buy |
|
|||||
|
2022
Q2 | $48K | Buy |
|
|||||
|
2022
Q1 | $47K | Buy |
|