Banque Pictet & Cie’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-34,167
| Closed | -$1.97M | – | 591 |
|
2023
Q1 | $1.97M | Buy |
34,167
+8,489
| +33% | +$489K | 0.02% | 274 |
|
2022
Q4 | $1.5M | Buy |
25,678
+3,173
| +14% | +$185K | 0.02% | 335 |
|
2022
Q3 | $1.1M | Buy |
22,505
+2,435
| +12% | +$119K | 0.01% | 379 |
|
2022
Q2 | $1.08K | Sell |
20,070
-3,285
| -14% | -$177 | 0.01% | 417 |
|
2022
Q1 | $1.41M | Sell |
23,355
-18,216
| -44% | -$1.1M | 0.01% | 391 |
|
2021
Q4 | $2.53M | Buy |
+41,571
| New | +$2.53M | 0.02% | 299 |
|