JFS Wealth Advisors’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43K | Sell |
|
|||||
|
2025
Q1 | $2.54K | Buy |
|
|||||
|
2024
Q4 | $2.13K | Hold |
|
|||||
|
2024
Q3 | $2.04K | Buy |
|
|||||
|
2024
Q2 | $1.18K | Hold |
|
|||||
|
2024
Q1 | $1.13K | Hold |
|
|||||
|
2023
Q4 | $1.15K | Sell |
|
|||||
|
2023
Q3 | $1.57K | Buy |
|
|||||
|
2023
Q2 | $1.21K | Sell |
|
|||||
|
2023
Q1 | $1.58K | Buy |
|
|||||
|
2022
Q4 | $1.81K | Sell |
|
|||||
|
2022
Q3 | $2K | Buy |
|
|||||
|
2022
Q2 | $0 | Sell |
|
|||||
|
2022
Q1 | $1K | Buy |
|
|||||
|
2021
Q4 | $1K | Buy |
|