Lindbrook Capital’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.05K | Hold |
78
| – | – | ﹤0.01% | 2044 |
|
|
2024
Q4 | $4.14K | Hold |
78
| – | – | ﹤0.01% | 2070 |
|
|
2024
Q3 | $3.98K | Hold |
78
| – | – | ﹤0.01% | 2107 |
|
|
2024
Q2 | $3.67K | Hold |
78
| – | – | ﹤0.01% | 2133 |
|
|
2024
Q1 | $3.52K | Hold |
78
| – | – | ﹤0.01% | 2047 |
|
|
2023
Q4 | $3.58K | Hold |
78
| – | – | ﹤0.01% | 2053 |
|
|
2023
Q3 | $2.85K | Hold |
78
| – | – | ﹤0.01% | 2000 |
|
|
2023
Q2 | $2.94K | Hold |
78
| – | – | ﹤0.01% | 2012 |
|
|
2023
Q1 | $2.93K | Hold |
78
| – | – | ﹤0.01% | 2085 |
|
|
2022
Q4 | $3.54K | Sell |
78
-2
| -3% | -$91 | ﹤0.01% | 1980 |
|
|
2022
Q3 | $4K | Hold |
80
| – | – | ﹤0.01% | 1807 |
|
|
2022
Q2 | $3K | Sell |
80
-26
| -25% | -$975 | ﹤0.01% | 1860 |
|
|
2022
Q1 | $5K | Buy |
106
+24
| +29% | +$1.13K | ﹤0.01% | 1633 |
|
|
2021
Q4 | $4K | Sell |
82
-22
| -21% | -$1.07K | ﹤0.01% | 1616 |
|
|
2021
Q3 | $5K | Sell |
104
-86
| -45% | -$4.14K | ﹤0.01% | 1273 |
|
|
2021
Q2 | $9K | Hold |
190
| – | – | ﹤0.01% | 1106 |
|
|
2021
Q1 | $9K | Buy |
190
+86
| +83% | +$4.07K | ﹤0.01% | 1070 |
|
|
2020
Q4 | $5K | Buy |
104
+22
| +27% | +$1.06K | ﹤0.01% | 1214 |
|
|
2020
Q3 | $2K | Hold |
82
| – | – | ﹤0.01% | 1456 |
|
|
2020
Q2 | $2K | Hold |
82
| – | – | ﹤0.01% | 1459 |
|
|
2020
Q1 | $2K | Sell |
82
-110
| -57% | -$2.68K | ﹤0.01% | 1343 |
|
|
2019
Q4 | $8K | Hold |
192
| – | – | ﹤0.01% | 993 |
|
|
2019
Q3 | $8K | Sell |
192
-17
| -8% | -$708 | ﹤0.01% | 969 |
|
|
2019
Q2 | $8K | Hold |
209
| – | – | ﹤0.01% | 966 |
|
|
2019
Q1 | $8K | Buy |
209
+17
| +9% | +$651 | ﹤0.01% | 968 |
|
|
2018
Q4 | $7K | Buy |
+192
| New | +$7K | ﹤0.01% | 931 |
|