Advisornet Financial’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.3K | Hold |
860
| – | – | ﹤0.01% | 1003 |
|
|
2025
Q1 | $44.6K | Sell |
860
-90
| -9% | -$4.67K | ﹤0.01% | 965 |
|
|
2024
Q4 | $50.5K | Hold |
950
| – | – | ﹤0.01% | 871 |
|
|
2024
Q3 | $48.4K | Buy |
950
+860
| +956% | +$43.9K | ﹤0.01% | 911 |
|
|
2024
Q2 | $4.23K | Hold |
90
| – | – | ﹤0.01% | 1478 |
|
|
2024
Q1 | $4.06K | Hold |
90
| – | – | ﹤0.01% | 1481 |
|
|
2023
Q4 | $4.13K | Sell |
90
-90
| -50% | -$4.13K | ﹤0.01% | 1530 |
|
|
2023
Q3 | $6.57K | Hold |
180
| – | – | ﹤0.01% | 1345 |
|
|
2023
Q2 | $6.79K | Hold |
180
| – | – | ﹤0.01% | 1426 |
|
|
2023
Q1 | $6.77K | Sell |
180
-13
| -7% | -$489 | ﹤0.01% | 1410 |
|
|
2022
Q4 | $8.75K | Buy |
193
+13
| +7% | +$589 | ﹤0.01% | 1334 |
|
|
2022
Q3 | $8K | Buy |
+180
| New | +$8K | ﹤0.01% | 1391 |
|