TFO Wealth Partners’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2
| Closed | -$90 | – | 759 |
|
|
2024
Q1 | $90 | Hold |
2
| – | – | ﹤0.01% | 656 |
|
|
2023
Q4 | $92 | Hold |
2
| – | – | ﹤0.01% | 808 |
|
|
2023
Q3 | $75 | Hold |
2
| – | – | ﹤0.01% | 1008 |
|
|
2023
Q2 | $75 | Hold |
2
| – | – | ﹤0.01% | 714 |
|
|
2023
Q1 | $75 | Hold |
2
| – | – | ﹤0.01% | 699 |
|
|
2022
Q4 | $350 | Buy |
+2
| New | +$350 | ﹤0.01% | 537 |
|