Smartleaf Asset Management’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $168K | Sell |
3,045
-396
| -12% | -$21.8K | 0.01% | 636 |
|
|
2025
Q1 | $178K | Buy |
3,441
+137
| +4% | +$7.1K | 0.02% | 607 |
|
|
2024
Q4 | $176K | Buy |
3,304
+804
| +32% | +$42.8K | 0.02% | 589 |
|
|
2024
Q3 | $125K | Sell |
2,500
-505
| -17% | -$25.3K | 0.02% | 639 |
|
|
2024
Q2 | $138K | Buy |
3,005
+223
| +8% | +$10.3K | 0.02% | 481 |
|
|
2024
Q1 | $125K | Buy |
2,782
+180
| +7% | +$8.1K | 0.02% | 468 |
|
|
2023
Q4 | $122K | Buy |
+2,602
| New | +$122K | 0.03% | 397 |
|