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Continuum Advisory’s WSFS Financial WSFS Stock Holding History

Continuum Advisory’s Portfolio WSFS Stock Details WSFS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8
Closed -$425 – 1964
2024
Q4 		$425 Hold
8
– – ﹤0.01% 1766
2024
Q3 		$460 Buy
+8
New +$460 ﹤0.01% 1803