Ellevest Inc’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-170
| Closed | -$9.91K | – | 2053 |
|
|
2022
Q4 | $9.91K | Buy |
170
+10
| +6% | +$583 | ﹤0.01% | 1028 |
|
|
2022
Q3 | $8K | Buy |
160
+154
| +2,567% | +$7.7K | ﹤0.01% | 1084 |
|
|
2022
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1659 |
|
|
2020
Q3 | – | Sell |
-40
| Closed | -$2K | – | 1304 |
|
|
2020
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 910 |
|
|
2020
Q1 | $2K | Buy |
40
+15
| +60% | +$750 | ﹤0.01% | 790 |
|
|
2019
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 692 |
|
|
2019
Q3 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 456 |
|