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Belpointe Asset Management’s WSFS Financial WSFS Stock Holding History

Belpointe Asset Management’s Portfolio WSFS Stock Details WSFS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-75
Closed -$2.82K – 3391
2023
Q1 		$2.82K Sell
75
-325
-81% -$12.2K ﹤0.01% 3214
2022
Q4 		$18.1K Buy
+400
New +$18.1K ﹤0.01% 2254