NinePointTwo Capital’s WSFS Financial WSFS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-6,981	Closed	-$324K	–	269
2022 Q3	$324K	Buy	6,981 +1,315	+23%	+$61K	0.13%	81
2022 Q2	$227K	Hold	5,666	–	–	0.08%	159
2022 Q1	$264K	Hold	5,666	–	–	0.07%	145
2021 Q4	$283K	Buy	+5,666	New	+$283K	0.09%	101