AACP
WSFS icon

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