Private Wealth Management Group’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.33K | Hold |
115
| – | – | ﹤0.01% | 658 |
|
|
2025
Q1 | $5.97K | Hold |
115
| – | – | ﹤0.01% | 652 |
|
|
2024
Q4 | $6.11K | Hold |
115
| – | – | ﹤0.01% | 660 |
|
|
2024
Q3 | $5.86K | Hold |
115
| – | – | ﹤0.01% | 669 |
|
|
2024
Q2 | $5.41K | Buy |
115
+19
| +20% | +$893 | ﹤0.01% | 675 |
|
|
2024
Q1 | $4.33K | Hold |
96
| – | – | ﹤0.01% | 669 |
|
|
2023
Q4 | $4.41K | Buy |
+96
| New | +$4.41K | ﹤0.01% | 674 |
|