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InceptionR’s WSFS Financial WSFS Stock Holding History

InceptionR’s Portfolio WSFS Stock Details WSFS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$304K Buy
+5,529
New +$304K 0.07% 442
2025
Q1 		– Sell
-14,404
Closed -$765K – 870
2024
Q4 		$765K Buy
+14,404
New +$765K 0.17% 227