Denali 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
Q2 | – | Sell |
-300
| Closed | -$17.3K | – | 518 |
|
|
2023
Q1 | $17.3K | Sell |
300
-543
| -64% | -$31.3K | 0.01% | 304 |
|
|
2022
Q4 | $49.1K | Buy |
843
+800
| +1,860% | +$46.6K | 0.02% | 222 |
|
|
2022
Q3 | $2K | Hold |
43
| – | – | ﹤0.01% | 334 |
|
|
2022
Q2 | $2K | Hold |
43
| – | – | ﹤0.01% | 348 |
|
|
2022
Q1 | $3K | Hold |
43
| – | – | ﹤0.01% | 346 |
|
|
2021
Q4 | $3K | Sell |
43
-30
| -41% | -$2.09K | ﹤0.01% | 355 |
|
|
2021
Q3 | $4K | Hold |
73
| – | – | ﹤0.01% | 248 |
|
|
2021
Q2 | $5K | Sell |
73
-8
| -10% | -$548 | ﹤0.01% | 237 |
|
|
2021
Q1 | $5K | Hold |
81
| – | – | ﹤0.01% | 320 |
|
|
2020
Q4 | $5K | Buy |
+81
| New | +$5K | ﹤0.01% | 345 |
|