Disciplined Investments’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-28
| Closed | -$1.67K | – | 1292 |
|
|
2023
Q2 | $1.67K | Buy |
28
+1
| +4% | +$60 | ﹤0.01% | 738 |
|
|
2023
Q1 | $1.55K | Buy |
27
+2
| +8% | +$115 | ﹤0.01% | 782 |
|
|
2022
Q4 | $1.46K | Sell |
25
-1
| -4% | -$58 | ﹤0.01% | 735 |
|
|
2022
Q3 | $1K | Sell |
26
-4
| -13% | -$154 | ﹤0.01% | 1068 |
|
|
2022
Q2 | $2K | Buy |
30
+5
| +20% | +$333 | ﹤0.01% | 735 |
|
|
2022
Q1 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 776 |
|