American Portfolios Advisors’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $11.6K | Sell |
236
-14
| -6% | -$687 | ﹤0.01% | 2468 |
|
|
2022
Q2 | $13.5K | Buy |
250
+16
| +7% | +$864 | ﹤0.01% | 2425 |
|
|
2022
Q1 | $14.1K | Sell |
234
-71
| -23% | -$4.28K | ﹤0.01% | 2534 |
|
|
2021
Q4 | $18.6K | Sell |
305
-409
| -57% | -$24.9K | ﹤0.01% | 2359 |
|
|
2021
Q3 | $42.3K | Buy |
714
+172
| +32% | +$10.2K | ﹤0.01% | 1868 |
|
|
2021
Q2 | $33.6K | Buy |
542
+17
| +3% | +$1.05K | ﹤0.01% | 1941 |
|
|
2021
Q1 | $32K | Hold |
525
| – | – | ﹤0.01% | 1814 |
|
|
2020
Q4 | $30.2K | Hold |
525
| – | – | ﹤0.01% | 1627 |
|
|
2020
Q3 | $26.6K | Hold |
525
| – | – | ﹤0.01% | 1565 |
|
|
2020
Q2 | $28.9K | Hold |
525
| – | – | ﹤0.01% | 1491 |
|
|
2020
Q1 | $24.3K | Hold |
525
| – | – | ﹤0.01% | 1458 |
|
|
2019
Q4 | $34.4K | Hold |
525
| – | – | ﹤0.01% | 1500 |
|
|
2019
Q3 | $31.1K | Hold |
525
| – | – | ﹤0.01% | 1485 |
|
|
2019
Q2 | $29.5K | Buy |
+525
| New | +$29.5K | ﹤0.01% | 1496 |
|
|
2018
Q3 | – | Sell |
-3,503
| Closed | -$219K | – | 2475 |
|
|
2018
Q2 | $219K | Buy |
3,503
+160
| +5% | +$10K | 0.03% | 509 |
|
|
2018
Q1 | $250K | Buy |
3,343
+302
| +10% | +$22.6K | 0.04% | 435 |
|
|
2017
Q4 | $219K | Buy |
+3,041
| New | +$219K | 0.03% | 470 |
|