MCCA
Mill Creek Capital Advisors’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $775K | Hold |
14,085
| – | – | 0.02% | 127 |
|
|
2025
Q1 | $731K | Hold |
14,085
| – | – | 0.02% | 131 |
|
|
2024
Q4 | $748K | Hold |
14,085
| – | – | 0.02% | 132 |
|
|
2024
Q3 | $718K | Buy |
+14,085
| New | +$718K | 0.02% | 139 |
|
|
2024
Q1 | – | Sell |
-11,495
| Closed | -$528K | – | 254 |
|
|
2023
Q4 | $528K | Sell |
11,495
-3,148
| -21% | -$145K | 0.02% | 150 |
|
|
2023
Q3 | $534K | Buy |
+14,643
| New | +$534K | 0.02% | 136 |
|