Mutual Advisors’s WSFS Financial WSFS Stock Holding History

Mutual Advisors’s Portfolio WSFS Stock Details WSFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$286K	Hold
2025 Q1	$263K	Sell
2024 Q4	$272K	Hold
2024 Q3	$258K	Buy
2024 Q2	$287K	Buy
2024 Q1	$229K	Hold
2023 Q4	$233K	Buy