Global Retirement Partners’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 | $39.3K | Buy |
+714
| New | +$39.3K | ﹤0.01% | 1910 |
|
|
2024
Q4 | $39.4K | Buy |
741
+16
| +2% | +$850 | ﹤0.01% | 1742 |
|
|
2024
Q3 | $37K | Sell |
725
-53
| -7% | -$2.7K | ﹤0.01% | 1703 |
|
|
2024
Q2 | $36.6K | Sell |
778
-81
| -9% | -$3.81K | ﹤0.01% | 1701 |
|
|
2024
Q1 | $38.8K | Sell |
859
-67
| -7% | -$3.02K | ﹤0.01% | 1514 |
|
|
2023
Q4 | $40.7K | Sell |
926
-411
| -31% | -$18.1K | ﹤0.01% | 1450 |
|
|
2023
Q3 | $48.1K | Buy |
1,337
+71
| +6% | +$2.56K | ﹤0.01% | 1291 |
|
|
2023
Q2 | $47.8K | Sell |
1,266
-174
| -12% | -$6.56K | ﹤0.01% | 1301 |
|
|
2023
Q1 | $47.8K | Buy |
1,440
+241
| +20% | +$8K | ﹤0.01% | 1263 |
|
|
2022
Q4 | $54.4K | Hold |
1,199
| – | – | ﹤0.01% | 1052 |
|
|
2022
Q3 | $56K | Buy |
1,199
+13
| +1% | +$607 | ﹤0.01% | 982 |
|
|
2022
Q2 | $48K | Buy |
1,186
+20
| +2% | +$809 | ﹤0.01% | 1012 |
|
|
2022
Q1 | $47K | Buy |
+1,166
| New | +$47K | ﹤0.01% | 1014 |
|