Harbour Investments’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 | $2.82K | Hold |
51
| – | – | ﹤0.01% | 3038 |
|
|
2025
Q1 | $2.65K | Hold |
51
| – | – | ﹤0.01% | 3010 |
|
|
2024
Q4 | $2.71K | Sell |
51
-12
| -19% | -$638 | ﹤0.01% | 2931 |
|
|
2024
Q3 | $3.21K | Hold |
63
| – | – | ﹤0.01% | 2782 |
|
|
2024
Q2 | $2.96K | Hold |
63
| – | – | ﹤0.01% | 2694 |
|
|
2024
Q1 | $2.84K | Sell |
63
-7
| -10% | -$316 | ﹤0.01% | 2675 |
|
|
2023
Q4 | $3.22K | Hold |
70
| – | – | ﹤0.01% | 2560 |
|
|
2023
Q3 | $2.56K | Hold |
70
| – | – | ﹤0.01% | 2489 |
|
|
2023
Q2 | $2.64K | Hold |
70
| – | – | ﹤0.01% | 2467 |
|
|
2023
Q1 | $2.63K | Hold |
70
| – | – | ﹤0.01% | 2488 |
|
|
2022
Q4 | $3.17K | Hold |
70
| – | – | ﹤0.01% | 2385 |
|
|
2022
Q3 | $3K | Hold |
70
| – | – | ﹤0.01% | 2368 |
|
|
2022
Q2 | $3K | Buy |
+70
| New | +$3K | ﹤0.01% | 2368 |
|