CWP
Concord Wealth Partners’s SEI Investments SEIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-133
| Closed | -$8.6K | – | 1018 |
|
|
2024
Q2 | $8.6K | Buy |
+133
| New | +$8.6K | ﹤0.01% | 523 |
|
|
2023
Q4 | – | Sell |
-35
| Closed | -$2.11K | – | 1001 |
|
|
2023
Q3 | $2.11K | Hold |
35
| – | – | ﹤0.01% | 863 |
|
|
2023
Q2 | $2.09K | Hold |
35
| – | – | ﹤0.01% | 856 |
|
|
2023
Q1 | $2.01K | Hold |
35
| – | – | ﹤0.01% | 808 |
|
|
2022
Q4 | $2.04K | Buy |
+35
| New | +$2.04K | ﹤0.01% | 930 |
|
|
2022
Q3 | – | Sell |
-35
| Closed | -$2K | – | 962 |
|
|
2022
Q2 | $2K | Sell |
35
-79
| -69% | -$4.51K | ﹤0.01% | 1062 |
|
|
2022
Q1 | $7K | Hold |
114
| – | – | ﹤0.01% | 847 |
|
|
2021
Q4 | $7K | Hold |
114
| – | – | ﹤0.01% | 879 |
|
|
2021
Q3 | $7K | Hold |
114
| – | – | ﹤0.01% | 537 |
|
|
2021
Q2 | $7K | Hold |
114
| – | – | ﹤0.01% | 688 |
|
|
2021
Q1 | $7K | Buy |
+114
| New | +$7K | ﹤0.01% | 632 |
|