Arax Advisory Partners’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $550 | Hold |
10
| – | – | ﹤0.01% | 2921 |
|
|
2025
Q1 | $519 | Sell |
10
-194
| -95% | -$10.1K | ﹤0.01% | 2534 |
|
|
2024
Q4 | $10.8K | Hold |
204
| – | – | ﹤0.01% | 1464 |
|
|
2024
Q3 | $10.4K | Hold |
204
| – | – | ﹤0.01% | 1397 |
|
|
2024
Q2 | $9.59K | Buy |
+204
| New | +$9.59K | ﹤0.01% | 1283 |
|
|
2023
Q4 | – | Sell |
-27
| Closed | -$994 | – | 1442 |
|
|
2023
Q3 | $994 | Hold |
27
| – | – | ﹤0.01% | 1130 |
|
|
2023
Q2 | $1.02K | Buy |
+27
| New | +$1.02K | ﹤0.01% | 1110 |
|