Avestar Capital’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-320
| Closed | -$16K | – | 718 |
|
|
2019
Q2 | $16K | Hold |
320
| – | – | 0.01% | 435 |
|
|
2019
Q1 | $15K | Hold |
320
| – | – | 0.01% | 416 |
|
|
2018
Q4 | $13K | Buy |
320
+23
| +8% | +$934 | 0.01% | 404 |
|
|
2018
Q3 | $18K | Hold |
297
| – | – | 0.01% | 381 |
|
|
2018
Q2 | $18K | Hold |
297
| – | – | 0.01% | 379 |
|
|
2018
Q1 | $22K | Hold |
297
| – | – | 0.01% | 326 |
|
|
2017
Q4 | $21K | Buy |
+297
| New | +$21K | 0.02% | 336 |
|