KTA
Keeley-Teton Advisors’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $825K | Sell |
15,912
-187
| -1% | -$9.7K | 0.1% | 241 |
|
|
2024
Q4 | $855K | Sell |
16,099
-14,543
| -47% | -$773K | 0.1% | 244 |
|
|
2024
Q3 | $1.56M | Hold |
30,642
| – | – | 0.17% | 195 |
|
|
2024
Q2 | $1.44M | Sell |
30,642
-793
| -3% | -$37.3K | 0.18% | 182 |
|
|
2024
Q1 | $1.42M | Buy |
31,435
+3,553
| +13% | +$160K | 0.17% | 187 |
|
|
2023
Q4 | $1.28M | Sell |
27,882
-575
| -2% | -$26.4K | 0.17% | 193 |
|
|
2023
Q3 | $1.04M | Hold |
28,457
| – | – | 0.15% | 201 |
|
|
2023
Q2 | $1.07M | Sell |
28,457
-1,062
| -4% | -$40.1K | 0.14% | 209 |
|
|
2023
Q1 | $1.11M | Hold |
29,519
| – | – | 0.14% | 204 |
|
|
2022
Q4 | $1.34M | Hold |
29,519
| – | – | 0.17% | 171 |
|
|
2022
Q3 | $1.37M | Sell |
29,519
-2,770
| -9% | -$129K | 0.19% | 153 |
|
|
2022
Q2 | $1.29M | Sell |
32,289
-10,124
| -24% | -$406K | 0.16% | 180 |
|
|
2022
Q1 | $1.98M | Hold |
42,413
| – | – | 0.21% | 163 |
|
|
2021
Q4 | $2.13M | Buy |
42,413
+5,128
| +14% | +$257K | 0.23% | 159 |
|
|
2021
Q3 | $1.91M | Sell |
37,285
-212
| -0.6% | -$10.9K | 0.21% | 157 |
|
|
2021
Q2 | $1.75M | Buy |
37,497
+2,202
| +6% | +$103K | 0.18% | 173 |
|
|
2021
Q1 | $1.76M | Buy |
+35,295
| New | +$1.76M | 0.18% | 160 |
|