Pinnacle Wealth Planning Services’s WSFS Financial WSFS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$222K	Buy	+4,038	New	+$222K	0.03%	390
2021 Q1	–	Sell	-1,745	Closed	-$78K	–	1957
2020 Q4	$78K	Buy	+1,745	New	+$78K	0.02%	578