Cape Investment Advisory’s SEI Enhanced Low Volatility US Large Cap ETF SELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.9K | Sell |
1,050
-48
| -4% | -$1.5K | 0.01% | 427 |
|
|
2025
Q1 | $33.6K | Hold |
1,098
| – | – | 0.01% | 399 |
|
|
2024
Q4 | $32K | Hold |
1,098
| – | – | 0.01% | 409 |
|
|
2024
Q3 | $32.6K | Buy |
1,098
+121
| +12% | +$3.59K | 0.01% | 379 |
|
|
2024
Q2 | $27.1K | Hold |
977
| – | – | 0.01% | 388 |
|
|
2024
Q1 | $27.1K | Buy |
+977
| New | +$27.1K | 0.01% | 397 |
|