Capital Advisors Ltd’s SEI Investments SEIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-8
Closed -$1K 1585
2024
Q2
$1K Buy
+8
New +$1K ﹤0.01% 1284
2022
Q4
Sell
-60
Closed -$3K 1586
2022
Q3
$3K Buy
60
+49
+445% +$2.45K ﹤0.01% 772
2022
Q2
$1K Buy
+11
New +$1K ﹤0.01% 879