HighTower Advisors’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Sell |
4,785
-493
| -9% | -$27.1K | ﹤0.01% | 3030 |
|
|
2025
Q1 | $274K | Buy |
5,278
+516
| +11% | +$26.8K | ﹤0.01% | 2924 |
|
|
2024
Q4 | $253K | Buy |
4,762
+290
| +6% | +$15.4K | ﹤0.01% | 2996 |
|
|
2024
Q3 | $229K | Sell |
4,472
-508
| -10% | -$26K | ﹤0.01% | 3028 |
|
|
2024
Q2 | $236K | Buy |
4,980
+458
| +10% | +$21.7K | ﹤0.01% | 2894 |
|
|
2024
Q1 | $203K | Buy |
+4,522
| New | +$203K | ﹤0.01% | 2960 |
|