HRT Financial’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 | $541K | Sell |
9,840
-4,194
| -30% | -$231K | ﹤0.01% | 1329 |
|
|
2025
Q1 | $727K | Buy |
+14,034
| New | +$727K | ﹤0.01% | 1107 |
|
|
2024
Q4 | – | Sell |
-22,754
| Closed | -$1.16M | – | 3108 |
|
|
2024
Q3 | $1.16M | Buy |
+22,754
| New | +$1.16M | 0.01% | 1083 |
|
|
2024
Q1 | – | Sell |
-14,047
| Closed | -$645K | – | 3005 |
|
|
2023
Q4 | $645K | Sell |
14,047
-31,708
| -69% | -$1.46M | ﹤0.01% | 1132 |
|
|
2023
Q3 | $1.67M | Buy |
45,755
+15,158
| +50% | +$553K | 0.02% | 643 |
|
|
2023
Q2 | $1.15M | Buy |
+30,597
| New | +$1.15M | 0.01% | 807 |
|
|
2023
Q1 | – | Sell |
-52,164
| Closed | -$2.37M | – | 3073 |
|
|
2022
Q4 | $2.37M | Buy |
52,164
+13,139
| +34% | +$596K | 0.03% | 489 |
|
|
2022
Q3 | $1.81M | Buy |
39,025
+6,580
| +20% | +$306K | 0.02% | 616 |
|
|
2022
Q2 | $1.3M | Buy |
+32,445
| New | +$1.3M | 0.01% | 763 |
|
|
2021
Q4 | – | Sell |
-24,009
| Closed | -$1.23M | – | 3862 |
|
|
2021
Q3 | $1.23M | Buy |
24,009
+9,689
| +68% | +$497K | 0.01% | 971 |
|
|
2021
Q2 | $667K | Sell |
14,320
-34,552
| -71% | -$1.61M | 0.01% | 1457 |
|
|
2021
Q1 | $2.43M | Buy |
+48,872
| New | +$2.43M | 0.02% | 442 |
|
|
2020
Q4 | – | Sell |
-14,039
| Closed | -$378K | – | 2463 |
|
|
2020
Q3 | $378K | Buy |
14,039
+2,599
| +23% | +$70K | 0.01% | 949 |
|
|
2020
Q2 | $328K | Buy |
+11,440
| New | +$328K | 0.01% | 842 |
|
|
2020
Q1 | – | Sell |
-17,387
| Closed | -$764K | – | 1313 |
|
|
2019
Q4 | $764K | Buy |
17,387
+10,904
| +168% | +$479K | 0.03% | 379 |
|
|
2019
Q3 | $285K | Buy |
+6,483
| New | +$285K | 0.01% | 865 |
|