CX Institutional’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-290
| Closed | -$15K | – | 907 |
|
|
2020
Q3 | $15K | Sell |
290
-44
| -13% | -$2.28K | ﹤0.01% | 614 |
|
|
2020
Q2 | $18K | Buy |
334
+310
| +1,292% | +$16.7K | ﹤0.01% | 467 |
|
|
2020
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 753 |
|
|
2019
Q4 | $2K | Sell |
24
-26
| -52% | -$2.17K | ﹤0.01% | 683 |
|
|
2019
Q3 | $3K | Sell |
50
-38
| -43% | -$2.28K | ﹤0.01% | 690 |
|
|
2019
Q2 | $5K | Sell |
88
-344
| -80% | -$19.5K | ﹤0.01% | 621 |
|
|
2019
Q1 | $23K | Buy |
+432
| New | +$23K | ﹤0.01% | 393 |
|