Quadrant Capital Group’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 | – | Sell |
-90
| Closed | -$4.67K | – | 2644 |
|
|
2025
Q1 | $4.67K | Hold |
90
| – | – | ﹤0.01% | 2367 |
|
|
2024
Q4 | $4.78K | Hold |
90
| – | – | ﹤0.01% | 2312 |
|
|
2024
Q3 | $4.59K | Hold |
90
| – | – | ﹤0.01% | 2338 |
|
|
2024
Q2 | $4.23K | Hold |
90
| – | – | ﹤0.01% | 2343 |
|
|
2024
Q1 | $4.06K | Hold |
90
| – | – | ﹤0.01% | 2372 |
|
|
2023
Q4 | $4.13K | Hold |
90
| – | – | ﹤0.01% | 2327 |
|
|
2023
Q3 | $3.29K | Hold |
90
| – | – | ﹤0.01% | 2274 |
|
|
2023
Q2 | $3.4K | Buy |
90
+50
| +125% | +$1.89K | ﹤0.01% | 2293 |
|
|
2023
Q1 | $1.51K | Sell |
40
-62
| -61% | -$2.33K | ﹤0.01% | 2477 |
|
|
2022
Q4 | $4.63K | Buy |
102
+3
| +3% | +$136 | ﹤0.01% | 2218 |
|
|
2022
Q3 | $5K | Buy |
99
+58
| +141% | +$2.93K | ﹤0.01% | 2164 |
|
|
2022
Q2 | $2K | Sell |
41
-661
| -94% | -$32.2K | ﹤0.01% | 2290 |
|
|
2022
Q1 | $33K | Buy |
702
+640
| +1,032% | +$30.1K | ﹤0.01% | 1100 |
|
|
2021
Q4 | $3K | Sell |
62
-16
| -21% | -$774 | ﹤0.01% | 2083 |
|
|
2021
Q3 | $4K | Buy |
78
+16
| +26% | +$821 | ﹤0.01% | 1979 |
|
|
2021
Q2 | $3K | Sell |
62
-36
| -37% | -$1.74K | ﹤0.01% | 2050 |
|
|
2021
Q1 | $5K | Buy |
98
+36
| +58% | +$1.84K | ﹤0.01% | 1821 |
|
|
2020
Q4 | $3K | Buy |
+62
| New | +$3K | ﹤0.01% | 1882 |
|
|
2020
Q2 | – | Sell |
-152
| Closed | -$4K | – | 2415 |
|
|
2020
Q1 | $4K | Sell |
152
-330
| -68% | -$8.68K | ﹤0.01% | 1728 |
|
|
2019
Q4 | $21K | Hold |
482
| – | – | ﹤0.01% | 1694 |
|
|
2019
Q3 | $21K | Hold |
482
| – | – | ﹤0.01% | 1583 |
|
|
2019
Q2 | $19K | Hold |
482
| – | – | ﹤0.01% | 1650 |
|
|
2019
Q1 | $18K | Hold |
482
| – | – | ﹤0.01% | 1583 |
|
|
2018
Q4 | $18K | Hold |
482
| – | – | ﹤0.01% | 1222 |
|
|
2018
Q3 | $22K | Hold |
482
| – | – | 0.01% | 938 |
|
|
2018
Q2 | $25K | Hold |
482
| – | – | 0.01% | 891 |
|
|
2018
Q1 | $23K | Hold |
482
| – | – | 0.01% | 909 |
|
|
2017
Q4 | $23K | Hold |
482
| – | – | 0.01% | 873 |
|
|
2017
Q3 | $23K | Hold |
482
| – | – | 0.01% | 859 |
|
|
2017
Q2 | $21K | Hold |
482
| – | – | 0.01% | 854 |
|
|
2017
Q1 | $22K | Hold |
482
| – | – | 0.01% | 813 |
|
|
2016
Q4 | $22K | Hold |
482
| – | – | 0.01% | 726 |
|
|
2016
Q3 | $17K | Hold |
482
| – | – | 0.01% | 826 |
|
|
2016
Q2 | $15K | Hold |
482
| – | – | 0.01% | 826 |
|
|
2016
Q1 | $15K | Buy |
+482
| New | +$15K | 0.01% | 783 |
|