DiNuzzo Private Wealth’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $660 | Hold |
12
| – | – | ﹤0.01% | 991 |
|
|
2025
Q1 | $623 | Hold |
12
| – | – | ﹤0.01% | 980 |
|
|
2024
Q4 | $638 | Hold |
12
| – | – | ﹤0.01% | 993 |
|
|
2024
Q3 | $612 | Buy |
12
+1
| +9% | +$51 | ﹤0.01% | 1038 |
|
|
2024
Q2 | $517 | Buy |
11
+1
| +10% | +$47 | ﹤0.01% | 1031 |
|
|
2024
Q1 | $452 | Hold |
10
| – | – | ﹤0.01% | 1009 |
|
|
2023
Q4 | $460 | Buy |
+10
| New | +$460 | ﹤0.01% | 1008 |
|