Lido Advisors’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Sell |
6,164
-170
| -3% | -$9.35K | ﹤0.01% | 1148 |
|
|
2025
Q1 | $329K | Sell |
6,334
-55
| -0.9% | -$2.85K | ﹤0.01% | 1087 |
|
|
2024
Q4 | $339K | Buy |
6,389
+1,662
| +35% | +$88.3K | ﹤0.01% | 1063 |
|
|
2024
Q3 | $241K | Buy |
+4,727
| New | +$241K | ﹤0.01% | 1117 |
|