Bison Wealth’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $207K | Buy |
+2,511
| New | +$207K | 0.05% | 300 |
|
|
2024
Q3 | – | Sell |
-2,971
| Closed | -$214K | – | 464 |
|
|
2024
Q2 | $214K | Hold |
2,971
| – | – | 0.03% | 386 |
|
|
2024
Q1 | $214K | Sell |
2,971
-331
| -10% | -$23.8K | 0.03% | 386 |
|
|
2023
Q4 | $210K | Buy |
+3,302
| New | +$210K | 0.04% | 372 |
|