Pathstone Family Office’s WSFS Financial WSFS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$266K	Buy	+7,291	New	+$266K	﹤0.01%	1362
2021 Q1	–	Sell	-5	Closed	–	–	1337
2020 Q4	$0	Hold	5	–	–	﹤0.01%	1348
2020 Q3	$0	Sell	5 -5	-50%	–	﹤0.01%	1027
2020 Q2	$0	Buy	+10	New	–	﹤0.01%	989