C.M. Bidwell & Associates’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6
| Closed | -$495 | – | 516 |
|
|
2024
Q4 | $495 | Hold |
6
| – | – | ﹤0.01% | 459 |
|
|
2024
Q3 | $415 | Hold |
6
| – | – | ﹤0.01% | 476 |
|
|
2024
Q2 | $388 | Hold |
6
| – | – | ﹤0.01% | 452 |
|
|
2024
Q1 | $431 | Buy |
+6
| New | +$431 | ﹤0.01% | 453 |
|
|
2023
Q4 | – | Sell |
-2,161
| Closed | -$130K | – | 564 |
|
|
2023
Q3 | $130K | Buy |
2,161
+2,121
| +5,303% | +$128K | 0.1% | 176 |
|
|
2023
Q2 | $2.39K | Hold |
40
| – | – | ﹤0.01% | 452 |
|
|
2023
Q1 | $2.3K | Buy |
40
+5
| +14% | +$288 | ﹤0.01% | 448 |
|
|
2022
Q4 | $2.04K | Buy |
+35
| New | +$2.04K | ﹤0.01% | 450 |
|
|
2016
Q3 | – | Sell |
-5,935
| Closed | -$286K | – | 318 |
|
|
2016
Q2 | $286K | Buy |
+5,935
| New | +$286K | 0.07% | 124 |
|
|
2014
Q4 | – | Sell |
-97,220
| Closed | -$3.52M | – | 246 |
|
|
2014
Q3 | $3.52M | Buy |
+97,220
| New | +$3.52M | 0.83% | 61 |
|