Parallel Advisors’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8K | Hold |
251
| – | – | ﹤0.01% | 2331 |
|
|
2025
Q1 | $13K | Hold |
251
| – | – | ﹤0.01% | 2317 |
|
|
2024
Q4 | $13.3K | Hold |
251
| – | – | ﹤0.01% | 2298 |
|
|
2024
Q3 | $12.8K | Hold |
251
| – | – | ﹤0.01% | 2297 |
|
|
2024
Q2 | $11.8K | Hold |
251
| – | – | ﹤0.01% | 2228 |
|
|
2024
Q1 | $11.3K | Hold |
251
| – | – | ﹤0.01% | 2248 |
|
|
2023
Q4 | $11.5K | Hold |
251
| – | – | ﹤0.01% | 2232 |
|
|
2023
Q3 | $9.17K | Hold |
251
| – | – | ﹤0.01% | 2244 |
|
|
2023
Q2 | $9.47K | Hold |
251
| – | – | ﹤0.01% | 2189 |
|
|
2023
Q1 | $9.45K | Hold |
251
| – | – | ﹤0.01% | 2158 |
|
|
2022
Q4 | $11.4K | Hold |
251
| – | – | ﹤0.01% | 1977 |
|
|
2022
Q3 | $12K | Hold |
251
| – | – | ﹤0.01% | 1924 |
|
|
2022
Q2 | $10K | Sell |
251
-61
| -20% | -$2.43K | ﹤0.01% | 1981 |
|
|
2022
Q1 | $15K | Buy |
312
+54
| +21% | +$2.6K | ﹤0.01% | 1838 |
|
|
2021
Q4 | $13K | Hold |
258
| – | – | ﹤0.01% | 1998 |
|
|
2021
Q3 | $13K | Hold |
258
| – | – | ﹤0.01% | 1943 |
|
|
2021
Q2 | $12K | Hold |
258
| – | – | ﹤0.01% | 1921 |
|
|
2021
Q1 | $13K | Hold |
258
| – | – | ﹤0.01% | 1802 |
|
|
2020
Q4 | $12K | Hold |
258
| – | – | ﹤0.01% | 1707 |
|
|
2020
Q3 | $7K | Hold |
258
| – | – | ﹤0.01% | 1898 |
|
|
2020
Q2 | $7K | Buy |
258
+8
| +3% | +$217 | ﹤0.01% | 1864 |
|
|
2020
Q1 | $6K | Hold |
250
| – | – | ﹤0.01% | 1852 |
|
|
2019
Q4 | $11K | Hold |
250
| – | – | ﹤0.01% | 1692 |
|
|
2019
Q3 | $11K | Hold |
250
| – | – | ﹤0.01% | 1637 |
|
|
2019
Q2 | $10K | Hold |
250
| – | – | ﹤0.01% | 1595 |
|
|
2019
Q1 | $10K | Buy |
+250
| New | +$10K | ﹤0.01% | 1534 |
|
|
2017
Q3 | – | Sell |
-5
| Closed | – | – | 2237 |
|
|
2017
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 2235 |
|