Carson Wealth (CWM LLC)’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51K | Buy |
920
+219
| +31% | +$12.1K | ﹤0.01% | 3265 |
|
|
2025
Q1 | $36K | Buy |
701
+295
| +73% | +$15.2K | ﹤0.01% | 3246 |
|
|
2024
Q4 | $22K | Buy |
406
+29
| +8% | +$1.57K | ﹤0.01% | 3386 |
|
|
2024
Q3 | $19K | Buy |
377
+107
| +40% | +$5.39K | ﹤0.01% | 3404 |
|
|
2024
Q2 | $13K | Buy |
270
+90
| +50% | +$4.33K | ﹤0.01% | 3407 |
|
|
2024
Q1 | $8K | Sell |
180
-36
| -17% | -$1.6K | ﹤0.01% | 3477 |
|
|
2023
Q4 | $10K | Buy |
216
+91
| +73% | +$4.21K | ﹤0.01% | 3208 |
|
|
2023
Q3 | $5K | Hold |
125
| – | – | ﹤0.01% | 3507 |
|
|
2023
Q2 | $5K | Sell |
125
-78
| -38% | -$3.12K | ﹤0.01% | 3479 |
|
|
2023
Q1 | $8K | Sell |
203
-134
| -40% | -$5.28K | ﹤0.01% | 3108 |
|
|
2022
Q4 | $15K | Sell |
337
-27
| -7% | -$1.2K | ﹤0.01% | 2584 |
|
|
2022
Q3 | $17K | Buy |
364
+238
| +189% | +$11.1K | ﹤0.01% | 2348 |
|
|
2022
Q2 | $5K | Sell |
126
-47
| -27% | -$1.87K | ﹤0.01% | 3018 |
|
|
2022
Q1 | $8K | Buy |
173
+39
| +29% | +$1.8K | ﹤0.01% | 2644 |
|
|
2021
Q4 | $7K | Buy |
+134
| New | +$7K | ﹤0.01% | 2577 |
|