CVA Family Office’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.45K | Hold |
94
| – | – | ﹤0.01% | 829 |
|
|
2025
Q1 | $7.3K | Buy |
94
+7
| +8% | +$543 | ﹤0.01% | 846 |
|
|
2024
Q4 | $7.18K | Hold |
87
| – | – | ﹤0.01% | 840 |
|
|
2024
Q3 | $6.02K | Sell |
87
-17
| -16% | -$1.18K | ﹤0.01% | 823 |
|
|
2024
Q2 | $6.73K | Buy |
+104
| New | +$6.73K | ﹤0.01% | 796 |
|
|
2022
Q2 | – | Sell |
-75
| Closed | -$5K | – | 984 |
|
|
2022
Q1 | $5K | Buy |
75
+45
| +150% | +$3K | ﹤0.01% | 779 |
|
|
2021
Q4 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 846 |
|
|
2021
Q3 | – | Sell |
-30
| Closed | -$2K | – | 793 |
|
|
2021
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 892 |
|
|
2021
Q1 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 713 |
|