Verdence Capital Advisors’s WSFS Financial WSFS Stock Holding History

Verdence Capital Advisors’s Portfolio WSFS Stock Details WSFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$770K	Hold
2025 Q1	$726K	Hold
2024 Q4	$744K	Sell
2024 Q3	$1.27M	Sell
2024 Q2	$1.41M	Hold
2024 Q1	$1.35M	Hold
2023 Q4	$1.38M	Hold
2023 Q3	$1.09M	Hold
2023 Q2	$1.13M	Hold
2023 Q1	$1.13M	Hold
2022 Q4	$1.36M	Hold
2022 Q3	$1.39M	Hold
2022 Q2	$1.2M	Hold
2022 Q1	$1.4M	Hold
2021 Q4	$1.5M	Hold
2021 Q3	$1.54M	Hold
2021 Q2	$1.4M	Hold
2021 Q1	$1.49M	Hold
2020 Q4	$1.35M	Sell
2020 Q3	$1.83M	Hold
2020 Q2	$1.95M	Hold
2020 Q1	$1.69M	Hold
2019 Q4	$2.98M	Hold
2019 Q3	$2.99M	Hold
2019 Q2	$2.8M	Hold
2019 Q1	$2.62M	Buy