Mackenzie Financial’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	$204K	Buy	+3,700	New	+$204K	﹤0.01%	1551
2025 Q1	–	Sell	-4,016	Closed	-$213K	–	1804
2024 Q4	$213K	Hold	4,016	–	–	﹤0.01%	1538
2024 Q3	$205K	Buy	+4,016	New	+$205K	﹤0.01%	1378