Berman Capital Advisors’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $30K | Buy |
509
+94
| +23% | +$5.54K | ﹤0.01% | 859 |
|
|
2021
Q2 | $25K | Buy |
415
+1
| +0.2% | +$60 | ﹤0.01% | 830 |
|
|
2021
Q1 | $25K | Sell |
414
-50
| -11% | -$3.02K | 0.01% | 716 |
|
|
2020
Q4 | $26K | Sell |
464
-117
| -20% | -$6.56K | 0.01% | 604 |
|
|
2020
Q3 | $29K | Hold |
581
| – | – | 0.01% | 487 |
|
|
2020
Q2 | $31K | Buy |
581
+105
| +22% | +$5.6K | 0.01% | 432 |
|
|
2020
Q1 | $21K | Buy |
476
+139
| +41% | +$6.13K | 0.01% | 484 |
|
|
2019
Q4 | $22K | Hold |
337
| – | – | 0.01% | 505 |
|
|
2019
Q3 | $19K | Hold |
337
| – | – | 0.01% | 529 |
|
|
2019
Q2 | $18K | Buy |
337
+1
| +0.3% | +$53 | 0.01% | 550 |
|
|
2019
Q1 | $17K | Buy |
336
+320
| +2,000% | +$16.2K | 0.01% | 499 |
|
|
2018
Q4 | $0 | Buy |
+16
| New | – | ﹤0.01% | 1255 |
|