LSA
Lansing Street Advisors’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Hold |
4,056
| – | – | 0.07% | 128 |
|
|
2025
Q1 | $210K | Hold |
4,056
| – | – | 0.07% | 130 |
|
|
2024
Q4 | $215K | Hold |
4,056
| – | – | 0.08% | 120 |
|
|
2024
Q3 | $207K | Buy |
+4,056
| New | +$207K | 0.08% | 114 |
|
|
2024
Q2 | – | Sell |
-5,704
| Closed | -$257K | – | 108 |
|
|
2024
Q1 | $257K | Hold |
5,704
| – | – | 0.12% | 82 |
|
|
2023
Q4 | $262K | Buy |
+5,704
| New | +$262K | 0.14% | 72 |
|