EverSource Wealth Advisors’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.5K | Buy |
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|
2025
Q1 | $13.8K | Buy |
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|
2024
Q4 | $8.5K | Sell |
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|
2024
Q3 | $16.7K | Hold |
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|
2024
Q2 | $18.5K | Hold |
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|
2024
Q1 | $14K | Hold |
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|
2023
Q4 | $15K | Hold |
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|
2023
Q3 | $11.9K | Sell |
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|
2023
Q2 | $13.4K | Buy |
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|
2023
Q1 | $527 | Sell |
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|
2022
Q4 | $5.76K | Hold |
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|
2022
Q3 | $6K | Sell |
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|
2022
Q2 | $55K | Buy |
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|
2022
Q1 | $18K | Hold |
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|
2021
Q4 | $19K | Buy |
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