Carson Wealth (CWM LLC)’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $168K | Buy |
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|
2025
Q2 | $51K | Buy |
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|
2025
Q1 | $36K | Buy |
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|
2024
Q4 | $22K | Buy |
|
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|
2024
Q3 | $19K | Buy |
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|
2024
Q2 | $13K | Buy |
|
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|
2024
Q1 | $8K | Sell |
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|
2023
Q4 | $10K | Buy |
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|
2023
Q3 | $5K | Hold |
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|
2023
Q2 | $5K | Sell |
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|
2023
Q1 | $8K | Sell |
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|
2022
Q4 | $15K | Sell |
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|
2022
Q3 | $17K | Buy |
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|
2022
Q2 | $5K | Sell |
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|
2022
Q1 | $8K | Buy |
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|
2021
Q4 | $7K | Buy |
|