Clearstead Advisors’s WSFS Financial WSFS Stock Holding History

Clearstead Advisors’s Portfolio WSFS Stock Details WSFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$33.9K	Buy
2025 Q1	$18.1K	Hold
2024 Q4	$18.5K	Hold
2024 Q3	$17.8K	Sell
2024 Q2	$18.5K	Buy