Carroll Financial Associates’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $5K | Sell |
90
-58
| -39% | -$3.22K | ﹤0.01% | 1350 |
|
|
2021
Q3 | $8K | Sell |
148
-764
| -84% | -$41.3K | ﹤0.01% | 1285 |
|
|
2021
Q2 | $56K | Buy |
912
+822
| +913% | +$50.5K | ﹤0.01% | 784 |
|
|
2021
Q1 | $5K | Hold |
90
| – | – | ﹤0.01% | 1376 |
|
|
2020
Q4 | $5K | Hold |
90
| – | – | ﹤0.01% | 1268 |
|
|
2020
Q3 | $4K | Hold |
90
| – | – | ﹤0.01% | 1242 |
|
|
2020
Q2 | $4K | Hold |
90
| – | – | ﹤0.01% | 1254 |
|
|
2020
Q1 | $4K | Hold |
90
| – | – | ﹤0.01% | 1198 |
|
|
2019
Q4 | $5K | Buy |
+90
| New | +$5K | ﹤0.01% | 1252 |
|