Congress Asset Management’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,443
| Closed | -$268K | – | 376 |
|
|
2022
Q1 | $268K | Buy |
4,443
+194
| +5% | +$11.7K | ﹤0.01% | 351 |
|
|
2021
Q4 | $259K | Buy |
4,249
+825
| +24% | +$50.3K | ﹤0.01% | 360 |
|
|
2021
Q3 | $203K | Sell |
3,424
-157
| -4% | -$9.31K | ﹤0.01% | 356 |
|
|
2021
Q2 | $222K | Sell |
3,581
-23
| -0.6% | -$1.43K | ﹤0.01% | 355 |
|
|
2021
Q1 | $220K | Buy |
3,604
+44
| +1% | +$2.69K | ﹤0.01% | 350 |
|
|
2020
Q4 | $205K | Buy |
+3,560
| New | +$205K | ﹤0.01% | 347 |
|
|
2020
Q1 | – | Sell |
-3,375
| Closed | -$221K | – | 350 |
|
|
2019
Q4 | $221K | Buy |
+3,375
| New | +$221K | ﹤0.01% | 339 |
|