CSat Investment Advisory’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $877K | Buy |
+14,392
| New | +$877K | 0.74% | 57 |
|
|
2020
Q4 | – | Sell |
-535
| Closed | -$27K | – | 885 |
|
|
2020
Q3 | $27K | Buy |
535
+67
| +14% | +$3.38K | ﹤0.01% | 789 |
|
|
2020
Q2 | $26K | Sell |
468
-36
| -7% | -$2K | ﹤0.01% | 773 |
|
|
2020
Q1 | $23K | Buy |
504
+84
| +20% | +$3.83K | ﹤0.01% | 700 |
|
|
2019
Q4 | $28K | Buy |
420
+39
| +10% | +$2.6K | 0.01% | 705 |
|
|
2019
Q3 | $23K | Buy |
381
+72
| +23% | +$4.35K | 0.01% | 677 |
|
|
2019
Q2 | $17K | Buy |
+309
| New | +$17K | 0.01% | 725 |
|