AssetMark Inc’s WSFS Financial WSFS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$880 Hold
16
﹤0.01% 2638
2025
Q1
$830 Hold
16
﹤0.01% 2326
2024
Q4
$850 Buy
+16
New +$850 ﹤0.01% 2273
2018
Q1
Sell
-15
Closed -$1K 2036
2017
Q4
$1K Buy
+15
New +$1K ﹤0.01% 1748