Crewe Advisors’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-166
| Closed | -$9.9K | – | 862 |
|
|
2023
Q2 | $9.9K | Hold |
166
| – | – | ﹤0.01% | 408 |
|
|
2023
Q1 | $9.55K | Sell |
166
-24
| -13% | -$1.38K | ﹤0.01% | 555 |
|
|
2022
Q4 | $11.1K | Sell |
190
-18
| -9% | -$1.05K | ﹤0.01% | 533 |
|
|
2022
Q3 | $10K | Hold |
208
| – | – | ﹤0.01% | 675 |
|
|
2022
Q2 | $11K | Buy |
208
+42
| +25% | +$2.22K | ﹤0.01% | 576 |
|
|
2022
Q1 | $10K | Hold |
166
| – | – | ﹤0.01% | 359 |
|
|
2021
Q4 | $10K | Hold |
166
| – | – | ﹤0.01% | 317 |
|
|
2021
Q3 | $10K | Buy |
+166
| New | +$10K | ﹤0.01% | 268 |
|
|
2020
Q4 | – | Sell |
-39
| Closed | -$2K | – | 619 |
|
|
2020
Q3 | $2K | Buy |
+39
| New | +$2K | ﹤0.01% | 528 |
|