Mutual of America Capital Management’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $338K | Sell |
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|
2025
Q2 | $401K | Sell |
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|
2025
Q1 | $443K | Sell |
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|
2024
Q4 | $474K | Buy |
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|
2024
Q3 | $455K | Sell |
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|
2024
Q2 | $464K | Sell |
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|
2024
Q1 | $471K | Sell |
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|
2023
Q4 | $488K | Sell |
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|
2023
Q3 | $391K | Sell |
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|
2023
Q2 | $453K | Sell |
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|
2023
Q1 | $477K | Sell |
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|
2022
Q4 | $585K | Buy |
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|
2022
Q3 | $587K | Buy |
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|
2022
Q2 | $436K | Buy |
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|
2022
Q1 | $440K | Buy |
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|
2021
Q4 | $326K | Buy |
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|
2021
Q3 | $325K | Sell |
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|
2021
Q2 | $315K | Buy |
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|
2021
Q1 | $316K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $32K | Hold |
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|
2014
Q3 | $30K | Hold |
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|
2014
Q2 | $30K | Sell |
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|
2014
Q1 | $55K | Hold |
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|
2013
Q4 | $59K | Buy |
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