Voloridge Investment 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 | – | Sell |
-36,936
| Closed | -$1.92M | – | 1417 |
|
|
2025
Q1 | $1.92M | Sell |
36,936
-3,372
| -8% | -$175K | 0.01% | 970 |
|
|
2024
Q4 | $2.14M | Buy |
40,308
+1,607
| +4% | +$85.4K | 0.01% | 931 |
|
|
2024
Q3 | $1.97M | Sell |
38,701
-35,648
| -48% | -$1.82M | 0.01% | 934 |
|
|
2024
Q2 | $3.49M | Buy |
74,349
+37,479
| +102% | +$1.76M | 0.01% | 841 |
|
|
2024
Q1 | $1.66M | Buy |
+36,870
| New | +$1.66M | 0.01% | 889 |
|
|
2021
Q4 | – | Sell |
-55,055
| Closed | -$2.83M | – | 1879 |
|
|
2021
Q3 | $2.83M | Sell |
55,055
-15,005
| -21% | -$770K | 0.02% | 921 |
|
|
2021
Q2 | $3.26M | Sell |
70,060
-21,712
| -24% | -$1.01M | 0.02% | 799 |
|
|
2021
Q1 | $4.57M | Buy |
+91,772
| New | +$4.57M | 0.03% | 557 |
|
|
2020
Q4 | – | Sell |
-20,875
| Closed | -$563K | – | 1607 |
|
|
2020
Q3 | $563K | Sell |
20,875
-17,716
| -46% | -$478K | ﹤0.01% | 1071 |
|
|
2020
Q2 | $1.11M | Buy |
+38,591
| New | +$1.11M | 0.01% | 815 |
|