Buckingham Strategic Wealth’s WSFS Financial WSFS Stock Holding History

Buckingham Strategic Wealth’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
2024 Q2	$252K	Hold
2024 Q1	$242K	Buy
2023 Q4	$246K	Buy
2023 Q3	–	Sell
2023 Q2	$205K	Sell
2023 Q1	$269K	Hold
2022 Q4	$269K	Hold
2022 Q3	$275K	Hold
2022 Q2	$237K	Hold
2022 Q1	$276K	Buy