Advisornet Financial’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $46.4K | Hold |
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|
2025
Q2 | $47.3K | Hold |
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|
2025
Q1 | $44.6K | Sell |
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|
2024
Q4 | $50.5K | Hold |
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|
2024
Q3 | $48.4K | Buy |
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|
2024
Q2 | $4.23K | Hold |
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|
2024
Q1 | $4.06K | Hold |
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|
2023
Q4 | $4.13K | Sell |
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|
2023
Q3 | $6.57K | Hold |
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|
2023
Q2 | $6.79K | Hold |
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|
2023
Q1 | $6.77K | Sell |
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|
2022
Q4 | $8.75K | Buy |
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|
2022
Q3 | $8K | Buy |
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