Farther Finance Advisors’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 | $68.8K | Buy |
1,250
+1,076
| +618% | +$59.2K | ﹤0.01% | 1964 |
|
|
2025
Q1 | $9.07K | Sell |
174
-398
| -70% | -$20.7K | ﹤0.01% | 2789 |
|
|
2024
Q4 | $30.4K | Buy |
572
+550
| +2,500% | +$29.2K | ﹤0.01% | 1895 |
|
|
2024
Q3 | $1.12K | Sell |
22
-114
| -84% | -$5.8K | ﹤0.01% | 3204 |
|
|
2024
Q2 | $6.31K | Buy |
136
+126
| +1,260% | +$5.85K | ﹤0.01% | 2283 |
|
|
2024
Q1 | $442 | Sell |
10
-20
| -67% | -$884 | ﹤0.01% | 3055 |
|
|
2023
Q4 | $1.38K | Buy |
+30
| New | +$1.38K | ﹤0.01% | 2597 |
|