Bruce G. Allen Investments’s WSFS Financial WSFS Stock Holding History

Bruce G. Allen Investments’s Portfolio WSFS Stock Details WSFS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$663	Buy
2025 Q3	$593	Hold
2025 Q2	$605	Hold
2025 Q1	$571	Buy