JFS Wealth Advisors’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43K | Sell |
26
-23
| -47% | -$1.27K | ﹤0.01% | 1481 |
|
|
2025
Q1 | $2.54K | Buy |
49
+9
| +23% | +$467 | ﹤0.01% | 1380 |
|
|
2024
Q4 | $2.13K | Hold |
40
| – | – | ﹤0.01% | 1452 |
|
|
2024
Q3 | $2.04K | Buy |
40
+15
| +60% | +$765 | ﹤0.01% | 1481 |
|
|
2024
Q2 | $1.18K | Hold |
25
| – | – | ﹤0.01% | 1629 |
|
|
2024
Q1 | $1.13K | Hold |
25
| – | – | ﹤0.01% | 1629 |
|
|
2023
Q4 | $1.15K | Sell |
25
-18
| -42% | -$827 | ﹤0.01% | 1624 |
|
|
2023
Q3 | $1.57K | Buy |
43
+11
| +34% | +$402 | ﹤0.01% | 1453 |
|
|
2023
Q2 | $1.21K | Sell |
32
-10
| -24% | -$378 | ﹤0.01% | 1546 |
|
|
2023
Q1 | $1.58K | Buy |
42
+2
| +5% | +$75 | ﹤0.01% | 1449 |
|
|
2022
Q4 | $1.81K | Sell |
40
-8
| -17% | -$363 | ﹤0.01% | 1407 |
|
|
2022
Q3 | $2K | Buy |
48
+40
| +500% | +$1.67K | ﹤0.01% | 1431 |
|
|
2022
Q2 | $0 | Sell |
8
-23
| -74% | – | ﹤0.01% | 1954 |
|
|
2022
Q1 | $1K | Buy |
31
+17
| +121% | +$548 | ﹤0.01% | 1761 |
|
|
2021
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 1618 |
|