Nisa Investment Advisors’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $144K | Sell |
2,614
-11
| -0.4% | -$605 | ﹤0.01% | 1301 |
|
|
2025
Q1 | $136K | Sell |
2,625
-335
| -11% | -$17.4K | ﹤0.01% | 1324 |
|
|
2024
Q4 | $157K | Hold |
2,960
| – | – | ﹤0.01% | 1358 |
|
|
2024
Q3 | $151K | Hold |
2,960
| – | – | ﹤0.01% | 1343 |
|
|
2024
Q2 | $139K | Buy |
2,960
+25
| +0.9% | +$1.18K | ﹤0.01% | 1398 |
|
|
2024
Q1 | $132K | Buy |
2,935
+390
| +15% | +$17.6K | ﹤0.01% | 1401 |
|
|
2023
Q4 | $117K | Sell |
2,545
-10
| -0.4% | -$459 | ﹤0.01% | 1401 |
|
|
2023
Q3 | $93.3K | Sell |
2,555
-35
| -1% | -$1.28K | ﹤0.01% | 1525 |
|
|
2023
Q2 | $97.7K | Buy |
2,590
+685
| +36% | +$25.8K | ﹤0.01% | 1515 |
|
|
2023
Q1 | $72K | Buy |
1,905
+9
| +0.5% | +$340 | ﹤0.01% | 1608 |
|
|
2022
Q4 | $86K | Hold |
1,896
| – | – | ﹤0.01% | 1605 |
|
|
2022
Q3 | $88K | Buy |
1,896
+46
| +2% | +$2.14K | ﹤0.01% | 1549 |
|
|
2022
Q2 | $74K | Sell |
1,850
-3,050
| -62% | -$122K | ﹤0.01% | 1595 |
|
|
2022
Q1 | $228K | Buy |
4,900
+1,150
| +31% | +$53.5K | ﹤0.01% | 1330 |
|
|
2021
Q4 | $196K | Buy |
3,750
+1,800
| +92% | +$94.1K | ﹤0.01% | 1277 |
|
|
2021
Q3 | $100 | Hold |
1,950
| – | – | ﹤0.01% | 1704 |
|
|
2021
Q2 | $91 | Hold |
1,950
| – | – | ﹤0.01% | 1741 |
|
|
2021
Q1 | $97 | Hold |
1,950
| – | – | ﹤0.01% | 1759 |
|
|
2020
Q4 | $88K | Sell |
1,950
-100
| -5% | -$4.51K | ﹤0.01% | 1789 |
|
|
2020
Q3 | $55K | Buy |
+2,050
| New | +$55K | ﹤0.01% | 1769 |
|