AWM
Affinity Wealth Management’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Sell |
4,460
-32
| -0.7% | -$1.76K | 0.04% | 91 |
|
|
2025
Q1 | $233K | Hold |
4,492
| – | – | 0.04% | 88 |
|
|
2024
Q4 | $239K | Hold |
4,492
| – | – | 0.04% | 93 |
|
|
2024
Q3 | $229K | Hold |
4,492
| – | – | 0.04% | 102 |
|
|
2024
Q2 | $211K | Sell |
4,492
-109
| -2% | -$5.12K | 0.04% | 98 |
|
|
2024
Q1 | $208K | Hold |
4,601
| – | – | 0.04% | 100 |
|
|
2023
Q4 | $211K | Buy |
+4,601
| New | +$211K | 0.04% | 96 |
|
|
2023
Q1 | – | Sell |
-4,601
| Closed | -$209K | – | 123 |
|
|
2022
Q4 | $209K | Hold |
4,601
| – | – | 0.05% | 100 |
|
|
2022
Q3 | $214K | Buy |
+4,601
| New | +$214K | 0.05% | 88 |
|
|
2022
Q1 | – | Sell |
-4,601
| Closed | -$253K | – | 121 |
|
|
2021
Q4 | $253K | Hold |
4,601
| – | – | 0.05% | 97 |
|
|
2021
Q3 | $241K | Buy |
+4,601
| New | +$241K | 0.05% | 106 |
|