Versant Capital Management’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 | $15.4K | Sell |
280
-252
| -47% | -$13.9K | ﹤0.01% | 1670 |
|
2025
Q1 | $27.6K | Buy |
532
+252
| +90% | +$13.1K | ﹤0.01% | 1155 |
|
2024
Q4 | $14.9K | Hold |
280
| – | – | ﹤0.01% | 1190 |
|
2024
Q3 | $14.3K | Hold |
280
| – | – | ﹤0.01% | 929 |
|
2024
Q2 | $13.2K | Hold |
280
| – | – | ﹤0.01% | 870 |
|
2024
Q1 | $12.6K | Hold |
280
| – | – | ﹤0.01% | 677 |
|
2023
Q4 | $12.9K | Sell |
280
-87
| -24% | -$4K | ﹤0.01% | 653 |
|
2023
Q3 | $13.4K | Hold |
367
| – | – | ﹤0.01% | 620 |
|
2023
Q2 | $13.8K | Buy |
367
+269
| +274% | +$10.1K | ﹤0.01% | 642 |
|
2023
Q1 | $3.67K | Sell |
98
-90
| -48% | -$3.37K | ﹤0.01% | 1062 |
|
2022
Q4 | $8.52K | Buy |
188
+87
| +86% | +$3.95K | ﹤0.01% | 727 |
|
2022
Q3 | $5K | Sell |
101
-162
| -62% | -$8.02K | ﹤0.01% | 864 |
|
2022
Q2 | $11K | Buy |
263
+35
| +15% | +$1.46K | ﹤0.01% | 635 |
|
2022
Q1 | $11K | Sell |
228
-31
| -12% | -$1.5K | ﹤0.01% | 672 |
|
2021
Q4 | $13K | Buy |
259
+37
| +17% | +$1.86K | ﹤0.01% | 647 |
|
2021
Q3 | $11K | Sell |
222
-98
| -31% | -$4.86K | ﹤0.01% | 680 |
|
2021
Q2 | $15K | Buy |
320
+166
| +108% | +$7.78K | 0.01% | 589 |
|
2021
Q1 | $8K | Buy |
+154
| New | +$8K | ﹤0.01% | 889 |
|
2020
Q2 | – | Sell |
-71
| Closed | -$1K | – | 1590 |
|
2020
Q1 | $1K | Sell |
71
-24
| -25% | -$338 | ﹤0.01% | 1226 |
|
2019
Q4 | $4K | Hold |
95
| – | – | ﹤0.01% | 1030 |
|
2019
Q3 | $4K | Hold |
95
| – | – | ﹤0.01% | 1050 |
|
2019
Q2 | $3K | Sell |
95
-3
| -3% | -$95 | ﹤0.01% | 1135 |
|
2019
Q1 | $3K | Buy |
+98
| New | +$3K | ﹤0.01% | 1287 |
|