Squarepoint’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 | $1.03M | Buy |
+18,697
| New | +$1.03M | ﹤0.01% | 1510 |
|
2024
Q3 | – | Sell |
-23,763
| Closed | -$1.12M | – | 3097 |
|
2024
Q2 | $1.12M | Buy |
23,763
+17,254
| +265% | +$811K | ﹤0.01% | 1320 |
|
2024
Q1 | $294K | Sell |
6,509
-38,819
| -86% | -$1.75M | ﹤0.01% | 1931 |
|
2023
Q4 | $2.08M | Buy |
45,328
+14,646
| +48% | +$673K | ﹤0.01% | 1007 |
|
2023
Q3 | $1.12M | Sell |
30,682
-4,525
| -13% | -$165K | ﹤0.01% | 1251 |
|
2023
Q2 | $1.33M | Sell |
35,207
-2,593
| -7% | -$97.8K | ﹤0.01% | 1102 |
|
2023
Q1 | $1.42M | Buy |
+37,800
| New | +$1.42M | 0.01% | 992 |
|
2022
Q4 | – | Sell |
-7,834
| Closed | -$364K | – | 2660 |
|
2022
Q3 | $364K | Buy |
7,834
+1,707
| +28% | +$79.3K | ﹤0.01% | 1540 |
|
2022
Q2 | $246K | Sell |
6,127
-54,343
| -90% | -$2.18M | ﹤0.01% | 1652 |
|
2022
Q1 | $2.82M | Buy |
60,470
+53,608
| +781% | +$2.5M | 0.01% | 653 |
|
2021
Q4 | $344K | Buy |
+6,862
| New | +$344K | ﹤0.01% | 1799 |
|
2021
Q3 | – | Sell |
-32,559
| Closed | -$1.52M | – | 2794 |
|
2021
Q2 | $1.52M | Buy |
+32,559
| New | +$1.52M | 0.01% | 935 |
|
2019
Q2 | – | Sell |
-9,378
| Closed | -$362K | – | 2625 |
|
2019
Q1 | $362K | Sell |
9,378
-590
| -6% | -$22.8K | ﹤0.01% | 1621 |
|
2018
Q4 | $378K | Buy |
9,968
+5,668
| +132% | +$215K | ﹤0.01% | 1382 |
|
2018
Q3 | $203K | Buy |
+4,300
| New | +$203K | ﹤0.01% | 1760 |
|
2017
Q1 | – | Sell |
-9,770
| Closed | -$453K | – | 1942 |
|
2016
Q4 | $453K | Buy |
+9,770
| New | +$453K | 0.02% | 893 |
|