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&Partners’s WSFS Financial WSFS Stock Holding History

&Partners’s Portfolio WSFS Stock Details WSFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$535K Sell
9,734
-2,074
-18% -$114K ﹤0.01% 1322
2025
Q1 		$611K Buy
11,808
+851
+8% +$44.1K 0.01% 1041
2024
Q4 		$584K Buy
10,957
+275
+3% +$14.7K 0.01% 1014
2024
Q3 		$545K Buy
+10,682
New +$545K 0.01% 830