Accurate Wealth Management’s SEI Enhanced US Large Cap Momentum Factor ETF SEIM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $222K | Buy |
+5,257
| New | +$222K | 0.03% | 414 |
|
2025
Q1 | – | Sell |
-6,000
| Closed | -$234K | – | 402 |
|
2024
Q4 | $234K | Sell |
6,000
-627
| -9% | -$24.4K | 0.04% | 339 |
|
2024
Q3 | $245K | Sell |
6,627
-766
| -10% | -$28.3K | 0.05% | 322 |
|
2024
Q2 | $251K | Buy |
7,393
+81
| +1% | +$2.76K | 0.06% | 266 |
|
2024
Q1 | $217K | Buy |
+7,312
| New | +$217K | 0.06% | 275 |
|