Bartlett & Co’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 | $8K | Hold |
131
| – | – | ﹤0.01% | 1035 |
|
|
2023
Q3 | $8K | Hold |
131
| – | – | ﹤0.01% | 955 |
|
|
2023
Q2 | $8K | Hold |
131
| – | – | ﹤0.01% | 948 |
|
|
2023
Q1 | $8K | Hold |
131
| – | – | ﹤0.01% | 844 |
|
|
2022
Q4 | $8K | Hold |
131
| – | – | ﹤0.01% | 861 |
|
|
2022
Q3 | $6K | Hold |
131
| – | – | ﹤0.01% | 897 |
|
|
2022
Q2 | $7K | Hold |
131
| – | – | ﹤0.01% | 952 |
|
|
2022
Q1 | $8K | Buy |
+131
| New | +$8K | ﹤0.01% | 859 |
|
|
2021
Q4 | – | Sell |
-131
| Closed | -$8K | – | 793 |
|
|
2021
Q3 | $8K | Sell |
131
-13
| -9% | -$794 | ﹤0.01% | 728 |
|
|
2021
Q2 | $9K | Hold |
144
| – | – | ﹤0.01% | 703 |
|
|
2021
Q1 | $9K | Hold |
144
| – | – | ﹤0.01% | 745 |
|
|
2020
Q4 | $8K | Buy |
+144
| New | +$8K | ﹤0.01% | 755 |
|
|
2013
Q4 | – | Sell |
-64
| Closed | -$2K | – | 773 |
|
|
2013
Q3 | $2K | Buy |
+64
| New | +$2K | ﹤0.01% | 750 |
|