Global Financial Private Client’s WSFS Financial WSFS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-10
Closed -$519 1613
2025
Q1
$519 Buy
10
+6
+150% +$311 ﹤0.01% 1264
2024
Q4
$213 Buy
+4
New +$213 ﹤0.01% 1241