PIS
POM Investment Strategies’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82.8K | Hold |
1,506
| – | – | 0.06% | 36 |
|
|
2025
Q1 | $78.1K | Hold |
1,506
| – | – | 0.09% | 46 |
|
|
2024
Q4 | $80K | Hold |
1,506
| – | – | 0.06% | 61 |
|
|
2024
Q3 | $76.8K | Hold |
1,506
| – | – | 0.06% | 53 |
|
|
2024
Q2 | $70.8K | Hold |
1,506
| – | – | 0.06% | 61 |
|
|
2024
Q1 | $68K | Hold |
1,506
| – | – | 0.06% | 57 |
|
|
2023
Q4 | $69.2K | Buy |
+1,506
| New | +$69.2K | 0.06% | 52 |
|