Sageworth Trust’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Hold |
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|
2025
Q1 | $217K | Hold |
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|
2024
Q4 | $222K | Hold |
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|
2024
Q3 | $213K | Sell |
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|
2024
Q2 | $667K | Hold |
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|
2024
Q1 | $640K | Hold |
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|
2023
Q4 | $651K | Hold |
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|
2023
Q3 | $518K | Sell |
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|
2023
Q2 | $664K | Hold |
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|
2023
Q1 | $662K | Hold |
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|
2022
Q4 | $798K | Hold |
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|
2022
Q3 | $818K | Hold |
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|
2022
Q2 | $706K | Hold |
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|
2022
Q1 | $821K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $35K | Sell |
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|
2017
Q3 | $135K | Hold |
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|
2017
Q2 | $126K | Hold |
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|
2017
Q1 | $128K | Sell |
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|
2016
Q4 | $258K | Buy |
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