Parkside Financial Bank & Trust’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79K | Buy |
1,437
+212
| +17% | +$11.7K | 0.01% | 732 |
|
|
2025
Q1 | $63.5K | Buy |
1,225
+1,028
| +522% | +$53.3K | 0.01% | 748 |
|
|
2024
Q4 | $10.5K | Buy |
197
+53
| +37% | +$2.82K | ﹤0.01% | 1256 |
|
|
2024
Q3 | $7.34K | Buy |
144
+63
| +78% | +$3.21K | ﹤0.01% | 1336 |
|
|
2024
Q2 | $3.81K | Buy |
81
+76
| +1,520% | +$3.57K | ﹤0.01% | 1429 |
|
|
2024
Q1 | $226 | Hold |
5
| – | – | ﹤0.01% | 1913 |
|
|
2023
Q4 | $230 | Buy |
+5
| New | +$230 | ﹤0.01% | 1920 |
|
|
2023
Q2 | – | Sell |
-113
| Closed | -$4.25K | – | 2110 |
|
|
2023
Q1 | $4.25K | Buy |
113
+2
| +2% | +$75 | ﹤0.01% | 1423 |
|
|
2022
Q4 | $5.03K | Sell |
111
-6
| -5% | -$272 | ﹤0.01% | 1319 |
|
|
2022
Q3 | $5K | Buy |
117
+43
| +58% | +$1.84K | ﹤0.01% | 1251 |
|
|
2022
Q2 | $3K | Buy |
74
+18
| +32% | +$730 | ﹤0.01% | 1501 |
|
|
2022
Q1 | $3K | Buy |
56
+8
| +17% | +$429 | ﹤0.01% | 1537 |
|
|
2021
Q4 | $2K | Buy |
+48
| New | +$2K | ﹤0.01% | 1667 |
|
|
2021
Q3 | – | Sell |
-12
| Closed | -$1K | – | 1864 |
|
|
2021
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1685 |
|