Capital Performance Advisors’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
Sell
-80
Closed -$5.54K 2221
2024
Q3
$5.54K Buy
+80
New +$5.54K ﹤0.01% 1075