Principal Securities’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.9K | Sell |
361
-168
| -32% | -$9.24K | ﹤0.01% | 2324 |
|
|
2025
Q1 | $28.1K | Hold |
529
| – | – | ﹤0.01% | 2019 |
|
|
2024
Q4 | $28.1K | Buy |
529
+26
| +5% | +$1.38K | ﹤0.01% | 2015 |
|
|
2024
Q3 | $25.6K | Buy |
503
+23
| +5% | +$1.17K | ﹤0.01% | 1999 |
|
|
2024
Q2 | $22.6K | Hold |
480
| – | – | ﹤0.01% | 2008 |
|
|
2024
Q1 | $21.7K | Buy |
480
+19
| +4% | +$858 | ﹤0.01% | 1972 |
|
|
2023
Q4 | $21.2K | Buy |
+461
| New | +$21.2K | ﹤0.01% | 1895 |
|