AWA
Arkadios Wealth Advisors’s SEI Investments SEIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-74
| Closed | -$4K | – | 1560 |
|
|
2021
Q3 | $4K | Hold |
74
| – | – | ﹤0.01% | 1667 |
|
|
2021
Q2 | $4K | Buy |
+74
| New | +$4K | ﹤0.01% | 1780 |
|
|
2020
Q4 | – | Sell |
-74
| Closed | -$4.12K | – | 1478 |
|
|
2020
Q3 | $4.12K | Hold |
74
| – | – | ﹤0.01% | 875 |
|
|
2020
Q2 | $4.17K | Hold |
74
| – | – | ﹤0.01% | 804 |
|
|
2020
Q1 | $3.43K | Buy |
+74
| New | +$3.43K | ﹤0.01% | 848 |
|