Nisa Investment Advisors’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 | $152K | Buy |
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|
2025
Q2 | $144K | Sell |
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|
2025
Q1 | $136K | Sell |
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|
2024
Q4 | $157K | Hold |
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|
2024
Q3 | $151K | Hold |
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|
2024
Q2 | $139K | Buy |
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|
2024
Q1 | $132K | Buy |
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|
2023
Q4 | $117K | Sell |
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|
2023
Q3 | $93.3K | Sell |
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|
2023
Q2 | $97.7K | Buy |
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|
2023
Q1 | $72K | Buy |
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|
2022
Q4 | $86K | Hold |
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|
2022
Q3 | $88K | Buy |
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|
2022
Q2 | $74K | Sell |
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|
2022
Q1 | $228K | Buy |
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|
2021
Q4 | $196K | Buy |
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|
2021
Q3 | $100 | Hold |
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|
2021
Q2 | $91 | Hold |
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|
2021
Q1 | $97 | Hold |
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|
2020
Q4 | $88K | Sell |
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|
2020
Q3 | $55K | Buy |
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