Alta Capital Management’s SEI Investments SEIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-3,215
Closed -$210K 97
2019
Q4
$210K Sell
3,215
-425
-12% -$27.8K 0.01% 87
2019
Q3
$215K Sell
3,640
-625
-15% -$36.9K 0.01% 88
2019
Q2
$239K Buy
+4,265
New +$239K 0.01% 89