AACP
Advantage Alpha Capital Partners’s WSFS Financial WSFS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-4,173
| Closed | -$216K | – | 164 |
|
2025
Q1 | $216K | Sell |
4,173
-6,474
| -61% | -$336K | 0.05% | 132 |
|
2024
Q4 | $566K | Buy |
10,647
+1,182
| +12% | +$62.8K | 0.13% | 126 |
|
2024
Q3 | $483K | Buy |
9,465
+1,446
| +18% | +$73.7K | 0.11% | 135 |
|
2024
Q2 | $377K | Sell |
8,019
-843
| -10% | -$39.6K | 0.08% | 121 |
|
2024
Q1 | $400K | Sell |
8,862
-3,023
| -25% | -$136K | 0.08% | 133 |
|
2023
Q4 | $546K | Buy |
+11,885
| New | +$546K | 0.1% | 115 |
|