Artemis Wealth Advisors’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-660
| Closed | -$39.8K | – | 63 |
|
|
2023
Q3 | $39.8K | Buy |
660
+11
| +2% | +$663 | 0.01% | 42 |
|
|
2023
Q2 | $38.7K | Buy |
649
+46
| +8% | +$2.74K | 0.01% | 45 |
|
|
2023
Q1 | $34.7K | Sell |
603
-8
| -1% | -$461 | 0.01% | 41 |
|
|
2022
Q4 | $35.6K | Hold |
611
| – | – | 0.01% | 47 |
|
|
2022
Q3 | $30K | Hold |
611
| – | – | 0.01% | 61 |
|
|
2022
Q2 | $33K | Sell |
611
-59
| -9% | -$3.19K | 0.01% | 73 |
|
|
2022
Q1 | $40.3K | Buy |
670
+58
| +9% | +$3.49K | 0.01% | 37 |
|
|
2021
Q4 | $37.3K | Buy |
612
+11
| +2% | +$671 | ﹤0.01% | 59 |
|
|
2021
Q3 | $35.6K | Buy |
601
+237
| +65% | +$14.1K | 0.01% | 58 |
|
|
2021
Q2 | $22.6K | Sell |
364
-9
| -2% | -$558 | ﹤0.01% | 65 |
|
|
2021
Q1 | $22.7K | Buy |
+373
| New | +$22.7K | ﹤0.01% | 58 |
|