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Kaizen Advisory’s WSFS Financial WSFS Stock Holding History

Kaizen Advisory’s Portfolio WSFS Stock Details WSFS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$655K Sell
17,278
-3,261
-16% -$124K 0.46% 73
2018
Q3 		$968K Buy
+20,539
New +$968K 0.51% 80