Mariner’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 | $245K | Sell |
4,454
-354
| -7% | -$19.5K | ﹤0.01% | 2897 |
|
|
2025
Q1 | $249K | Buy |
4,808
+351
| +8% | +$18.2K | ﹤0.01% | 2802 |
|
|
2024
Q4 | $237K | Buy |
4,457
+215
| +5% | +$11.4K | ﹤0.01% | 2849 |
|
|
2024
Q3 | $216K | Buy |
+4,242
| New | +$216K | ﹤0.01% | 2882 |
|
|
2024
Q2 | – | Sell |
-4,912
| Closed | -$222K | – | 3299 |
|
|
2024
Q1 | $222K | Buy |
4,912
+276
| +6% | +$12.5K | ﹤0.01% | 2676 |
|
|
2023
Q4 | $213K | Buy |
+4,636
| New | +$213K | ﹤0.01% | 2643 |
|