Independence Advisors’s WSFS Financial WSFS Stock Holding History

Independence Advisors’s Portfolio WSFS Stock Details WSFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$234K	Hold
2020 Q2	$249K	Hold
2020 Q1	$217K	Hold
2019 Q4	$382K	Hold
2019 Q3	$383K	Hold
2019 Q2	$359K	Hold
2019 Q1	$336K	Hold
2018 Q4	$330K	Hold
2018 Q3	$410K	Hold
2018 Q2	$463K	Hold
2018 Q1	$416K	Hold
2017 Q4	$416K	Hold
2017 Q3	$424K	Buy