IFP Advisors’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.04K | Buy |
+128
| New | +$7.04K | ﹤0.01% | 3133 |
|
|
2025
Q1 | – | Hold |
0
| – | -$425 | – | 4725 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3465 |
|
|
2023
Q1 | – | Sell |
-3
| Closed | -$8K | – | 4453 |
|
|
2022
Q4 | $8K | Buy |
+3
| New | +$8K | ﹤0.01% | 3560 |
|
|
2022
Q1 | – | Sell |
-14
| Closed | -$1K | – | 4605 |
|
|
2021
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 3098 |
|
|
2021
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 3094 |
|
|
2021
Q2 | $1K | Sell |
14
-10
| -42% | -$714 | ﹤0.01% | 2932 |
|
|
2021
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 2861 |
|
|
2020
Q4 | $1K | Hold |
24
| – | – | ﹤0.01% | 2805 |
|
|
2020
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 2708 |
|
|
2020
Q2 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 2606 |
|