Harbor Investment Advisory’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.51K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $63.1K | Hold |
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|
2023
Q1 | $62.9K | Hold |
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|
2022
Q4 | $75.8K | Sell |
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|
2022
Q3 | $95K | Hold |
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|
2022
Q2 | $82K | Hold |
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|
2022
Q1 | $96K | Buy |
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|
2021
Q4 | $72K | Hold |
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|
2021
Q3 | $73K | Hold |
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|
2021
Q2 | $67K | Hold |
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|
2021
Q1 | $71K | Hold |
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|
2020
Q4 | $64K | Buy |
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|
2020
Q3 | $26K | Buy |
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|
2020
Q2 | $11K | Buy |
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|
2020
Q1 | $6K | Buy |
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