CIBC World Markets’s WSFS Financial WSFS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$393K Sell
7,151
-5,835
-45% -$321K ﹤0.01% 893
2025
Q1
$674K Buy
12,986
+7,453
+135% +$387K 0.01% 856
2024
Q4
$294K Buy
+5,533
New +$294K ﹤0.01% 933