Avantax Advisory Services’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	$1.18M	Sell	21,440 -10,031	-32%	-$552K	0.01%	1067
2025 Q1	$1.63M	Sell	31,471 -254	-0.8%	-$13.2K	0.01%	848
2024 Q4	$1.69M	Buy	31,725 +493	+2%	+$26.2K	0.01%	796
2024 Q3	$1.59M	Buy	31,232 +124	+0.4%	+$6.32K	0.01%	801
2024 Q2	$1.46M	Buy	+31,108	New	+$1.46M	0.01%	789