Accel Wealth Management’s SEI Investments SEIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,080
| Closed | -$120K | – | 737 |
|
|
2023
Q1 | $120K | Hold |
2,080
| – | – | 0.05% | 292 |
|
|
2022
Q4 | $121K | Hold |
2,080
| – | – | 0.06% | 216 |
|
|
2022
Q3 | $107K | Hold |
2,080
| – | – | 0.06% | 233 |
|
|
2022
Q2 | $110K | Hold |
2,080
| – | – | 0.06% | 221 |
|
|
2022
Q1 | $127K | Hold |
2,080
| – | – | 0.07% | 222 |
|
|
2021
Q4 | $127K | Hold |
2,080
| – | – | 0.06% | 227 |
|
|
2021
Q3 | $123K | Hold |
2,080
| – | – | 0.08% | 195 |
|
|
2021
Q2 | $129K | Hold |
2,080
| – | – | 0.09% | 202 |
|
|
2021
Q1 | $127K | Hold |
2,080
| – | – | 0.1% | 184 |
|
|
2020
Q4 | $120K | Buy |
+2,080
| New | +$120K | 0.11% | 182 |
|