Rothschild Investment LLC’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 | $7.15K | Buy |
130
+20
| +18% | +$1.1K | ﹤0.01% | 1349 |
|
|
2025
Q1 | $5.71K | Buy |
110
+50
| +83% | +$2.59K | ﹤0.01% | 1380 |
|
|
2024
Q4 | $3.19K | Hold |
60
| – | – | ﹤0.01% | 1543 |
|
|
2024
Q3 | $3.06K | Buy |
60
+45
| +300% | +$2.29K | ﹤0.01% | 1498 |
|
|
2024
Q2 | $705 | Buy |
15
+10
| +200% | +$470 | ﹤0.01% | 1838 |
|
|
2024
Q1 | $226 | Buy |
+5
| New | +$226 | ﹤0.01% | 1695 |
|