Graham Capital Management’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 | $266K | Sell |
4,828
-29,051
| -86% | -$1.6M | ﹤0.01% | 995 |
|
2025
Q1 | $1.76M | Buy |
33,879
+14,431
| +74% | +$749K | 0.03% | 350 |
|
2024
Q4 | $1.03M | Buy |
+19,448
| New | +$1.03M | 0.02% | 464 |
|
2024
Q2 | – | Sell |
-4,689
| Closed | -$212K | – | 1383 |
|
2024
Q1 | $212K | Buy |
+4,689
| New | +$212K | ﹤0.01% | 858 |
|
2023
Q2 | – | Sell |
-9,710
| Closed | -$365K | – | 1329 |
|
2023
Q1 | $365K | Buy |
+9,710
| New | +$365K | 0.01% | 816 |
|