Carroll Financial Associates’s SEI Investments SEIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
$5K Sell
2021
Q3
$8K Sell
2021
Q2
$56K Buy
2021
Q1
$5K Hold
2020
Q4
$5K Hold
2020
Q3
$4K Hold
2020
Q2
$4K Hold
2020
Q1
$4K Hold
2019
Q4
$5K Buy