Cerebellum’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $44K | Buy |
869
+289
| +50% | +$14.6K | 0.2% | 325 |
|
2020
Q2 | $42K | Buy |
+580
| New | +$42K | 0.03% | 423 |
|
2019
Q4 | $338K | Hold |
5,160
| – | – | 0.18% | 331 |
|
2019
Q3 | $306K | Buy |
5,160
+1,033
| +25% | +$61.3K | 0.2% | 341 |
|
2019
Q2 | $232K | Sell |
4,127
-2,398
| -37% | -$135K | 0.19% | 341 |
|
2019
Q1 | $341K | Buy |
6,525
+1,369
| +27% | +$71.5K | 0.3% | 55 |
|
2018
Q4 | $238K | Buy |
5,156
+2,231
| +76% | +$103K | 0.16% | 243 |
|
2018
Q3 | $179K | Buy |
2,925
+196
| +7% | +$12K | 0.29% | 223 |
|
2018
Q2 | $171K | Buy |
2,729
+2,625
| +2,524% | +$164K | 0.29% | 239 |
|
2018
Q1 | $8K | Sell |
104
-476
| -82% | -$36.6K | 0.01% | 423 |
|
2017
Q4 | $42K | Buy |
+580
| New | +$42K | 0.03% | 423 |
|