Kestra Advisory Services’s WSFS Financial WSFS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$241K Buy
4,381
+103
+2% +$5.67K ﹤0.01% 2526
2025
Q1
$222K Buy
4,278
+216
+5% +$11.2K ﹤0.01% 2403
2024
Q4
$216K Buy
+4,062
New +$216K ﹤0.01% 2428