MFA
McClarren Financial Advisors’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-51
| Closed | -$130K | – | 306 |
|
|
2025
Q1 | $130K | Buy |
+51
| New | +$130K | 0.09% | 91 |
|
|
2024
Q4 | – | Sell |
-50
| Closed | -$128 | – | 330 |
|
|
2024
Q3 | $128 | Buy |
50
+3
| +6% | +$8 | 0.02% | 89 |
|
|
2024
Q2 | $118K | Sell |
47
-2,474
| -98% | -$6.21M | 0.08% | 96 |
|
|
2024
Q1 | $114K | Buy |
2,521
+1
| +0% | +$45 | 0.08% | 99 |
|
|
2023
Q4 | $116K | Hold |
2,520
| – | – | 0.09% | 98 |
|
|
2023
Q3 | $91K | Hold |
2,520
| – | – | 0.08% | 108 |
|
|
2023
Q2 | $95K | Hold |
2,520
| – | – | 0.08% | 106 |
|
|
2023
Q1 | $94K | Hold |
2,520
| – | – | 0.09% | 104 |
|
|
2022
Q4 | $114K | Hold |
2,520
| – | – | 0.11% | 94 |
|
|
2022
Q3 | $117K | Buy |
+2,520
| New | +$117K | 0.12% | 82 |
|
|
2022
Q2 | – | Sell |
-2,520
| Closed | -$117K | – | 293 |
|
|
2022
Q1 | $117K | Buy |
+2,520
| New | +$117K | 0.08% | 79 |
|