DiNuzzo Private Wealth’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 | $2.52K | Hold |
28
| – | – | ﹤0.01% | 543 |
|
|
2025
Q1 | $2.17K | Buy |
28
+1
| +4% | +$78 | ﹤0.01% | 567 |
|
|
2024
Q4 | $2.23K | Hold |
27
| – | – | ﹤0.01% | 565 |
|
|
2024
Q3 | $1.87K | Hold |
27
| – | – | ﹤0.01% | 641 |
|
|
2024
Q2 | $1.75K | Buy |
27
+4
| +17% | +$259 | ﹤0.01% | 567 |
|
|
2024
Q1 | $1.65K | Hold |
23
| – | – | ﹤0.01% | 545 |
|
|
2023
Q4 | $1.46K | Buy |
+23
| New | +$1.46K | ﹤0.01% | 558 |
|