Clearwater Select Equity Fund WSFS Holdings History
Clearwater Select Equity Fund's WSFS Financial Corp Holding Summary
As of 2025-03-31, Clearwater Select Equity Fund held 84,466.00 shares of WSFS Financial Corp(WSFS), totaling $4.38 Mil. This investment constitutes 1.1% of their stock portfolio, and Clearwater Select Equity Fund now holds 0.15% of the outstanding WSFS Financial Corp(WSFS) stock.
The initial trade took place in 2019Q3. And since then Clearwater Select Equity Fund has made 9 purchases of WSFS, at an average price of $45.02, for a total of 121,004.00 shares. In addition, there have been 4 sales at an average price of $45.99 for 36,538.00 shares. Based on historical transaction data and WSFS's current price of $58.16, Clearwater Select Equity Fund's estimated gain on his WSFS holdings is $1.14 Mil, reflecting a 21.02% gain to date.
Clearwater Select Equity Fund WSFS ($58.16) Holding Chart
Clearwater Select Equity Fund WSFS ($58.16) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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