BWM
BerganKDV Wealth Management’s SEI Investments SEIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-28
| Closed | -$2K | – | 993 |
|
|
2020
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 784 |
|
|
2020
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 876 |
|
|
2019
Q4 | $2K | Hold |
28
| – | – | ﹤0.01% | 797 |
|
|
2019
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 640 |
|
|
2019
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 679 |
|
|
2019
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 716 |
|
|
2018
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 678 |
|
|
2018
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 591 |
|
|
2018
Q2 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 610 |
|