EverSource Wealth Advisors’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.5K | Buy |
972
+706
| +265% | +$38.8K | ﹤0.01% | 1569 |
|
|
2025
Q1 | $13.8K | Buy |
266
+106
| +66% | +$5.5K | ﹤0.01% | 1913 |
|
|
2024
Q4 | $8.5K | Sell |
160
-167
| -51% | -$8.87K | ﹤0.01% | 2084 |
|
|
2024
Q3 | $16.7K | Hold |
327
| – | – | ﹤0.01% | 1589 |
|
|
2024
Q2 | $18.5K | Hold |
327
| – | – | ﹤0.01% | 1546 |
|
|
2024
Q1 | $14K | Hold |
327
| – | – | ﹤0.01% | 1535 |
|
|
2023
Q4 | $15K | Hold |
327
| – | – | ﹤0.01% | 1380 |
|
|
2023
Q3 | $11.9K | Sell |
327
-29
| -8% | -$1.06K | ﹤0.01% | 1353 |
|
|
2023
Q2 | $13.4K | Buy |
356
+342
| +2,443% | +$12.9K | ﹤0.01% | 1314 |
|
|
2023
Q1 | $527 | Sell |
14
-113
| -89% | -$4.25K | ﹤0.01% | 2213 |
|
|
2022
Q4 | $5.76K | Hold |
127
| – | – | ﹤0.01% | 1549 |
|
|
2022
Q3 | $6K | Sell |
127
-1,239
| -91% | -$58.5K | ﹤0.01% | 1329 |
|
|
2022
Q2 | $55K | Buy |
1,366
+980
| +254% | +$39.5K | 0.01% | 601 |
|
|
2022
Q1 | $18K | Hold |
386
| – | – | ﹤0.01% | 752 |
|
|
2021
Q4 | $19K | Buy |
+386
| New | +$19K | 0.01% | 720 |
|