Profund Advisors’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 | $262K | Sell |
4,762
-196
| -4% | -$10.8K | 0.01% | 765 |
|
|
2025
Q1 | $257K | Sell |
4,958
-3,389
| -41% | -$176K | 0.01% | 766 |
|
|
2024
Q4 | $443K | Buy |
8,347
+2,588
| +45% | +$138K | 0.02% | 578 |
|
|
2024
Q3 | $294K | Buy |
5,759
+486
| +9% | +$24.8K | 0.01% | 811 |
|
|
2024
Q2 | $248K | Buy |
5,273
+452
| +9% | +$21.2K | 0.01% | 843 |
|
|
2024
Q1 | $218K | Sell |
4,821
-284
| -6% | -$12.8K | 0.01% | 1037 |
|
|
2023
Q4 | $234K | Buy |
+5,105
| New | +$234K | 0.01% | 929 |
|
|
2023
Q2 | – | Sell |
-5,799
| Closed | -$218K | – | 1144 |
|
|
2023
Q1 | $218K | Buy |
5,799
+948
| +20% | +$35.7K | 0.01% | 949 |
|
|
2022
Q4 | $220K | Sell |
4,851
-51
| -1% | -$2.31K | 0.01% | 843 |
|
|
2022
Q3 | $228K | Sell |
4,902
-606
| -11% | -$28.2K | 0.02% | 744 |
|
|
2022
Q2 | $221K | Sell |
5,508
-1,962
| -26% | -$78.7K | 0.01% | 852 |
|
|
2022
Q1 | $348K | Buy |
7,470
+742
| +11% | +$34.6K | 0.01% | 812 |
|
|
2021
Q4 | $337K | Buy |
6,728
+1,648
| +32% | +$82.5K | 0.01% | 901 |
|
|
2021
Q3 | $261K | Sell |
5,080
-1,384
| -21% | -$71.1K | 0.01% | 1063 |
|
|
2021
Q2 | $302K | Buy |
6,464
+348
| +6% | +$16.3K | 0.01% | 1059 |
|
|
2021
Q1 | $305K | Buy |
+6,116
| New | +$305K | 0.01% | 958 |
|