Edgestream Partners’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-33,477
| Closed | -$2.32M | – | 1058 |
|
|
2024
Q3 | $2.32M | Buy |
+33,477
| New | +$2.32M | 0.1% | 358 |
|
|
2024
Q2 | – | Sell |
-6,873
| Closed | -$494K | – | 1015 |
|
|
2024
Q1 | $494K | Sell |
6,873
-41,326
| -86% | -$2.97M | 0.02% | 637 |
|
|
2023
Q4 | $3.06M | Buy |
48,199
+26,730
| +125% | +$1.7M | 0.22% | 135 |
|
|
2023
Q3 | $1.29M | Buy |
+21,469
| New | +$1.29M | 0.1% | 317 |
|