New York Life Investment Management’s WSFS Financial WSFS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-12,169	Closed	-$552K	–	1409
2022 Q4	$552K	Buy	12,169 +1,306	+12%	+$59.2K	0.01%	849
2022 Q3	$505K	Buy	10,863 +860	+9%	+$40K	0.01%	736
2022 Q2	$401K	Buy	+10,003	New	+$401K	﹤0.01%	964