Private Trust Company’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 | $4.95K | Hold |
90
| – | – | ﹤0.01% | 2068 |
|
|
2025
Q1 | $4.67K | Hold |
90
| – | – | ﹤0.01% | 2061 |
|
|
2024
Q4 | $4.78K | Hold |
90
| – | – | ﹤0.01% | 1993 |
|
|
2024
Q3 | $4.59K | Buy |
+90
| New | +$4.59K | ﹤0.01% | 1977 |
|
|
2023
Q2 | – | Sell |
-109
| Closed | -$4.1K | – | 2379 |
|
|
2023
Q1 | $4.1K | Sell |
109
-110
| -50% | -$4.14K | ﹤0.01% | 1906 |
|
|
2022
Q4 | $10K | Sell |
219
-57
| -21% | -$2.6K | ﹤0.01% | 1569 |
|
|
2022
Q3 | $13K | Hold |
276
| – | – | ﹤0.01% | 1363 |
|
|
2022
Q2 | $11K | Buy |
+276
| New | +$11K | ﹤0.01% | 1474 |
|