EP Wealth Advisors’s Sealed Air SEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-39,036
| Closed | -$4 | – | 719 |
|
|
2023
Q1 | $4 | Buy |
39,036
+33,920
| +663% | +$3 | ﹤0.01% | 639 |
|
|
2022
Q4 | $255K | Buy |
+5,116
| New | +$255K | ﹤0.01% | 498 |
|
|
2022
Q3 | – | Sell |
-5,935
| Closed | -$343K | – | 583 |
|
|
2022
Q2 | $343K | Buy |
5,935
+47
| +0.8% | +$2.72K | 0.01% | 454 |
|
|
2022
Q1 | $394K | Buy |
5,888
+153
| +3% | +$10.2K | 0.01% | 431 |
|
|
2021
Q4 | $387K | Sell |
5,735
-4
| -0.1% | -$270 | 0.01% | 410 |
|
|
2021
Q3 | $314K | Buy |
5,739
+4
| +0.1% | +$219 | 0.01% | 420 |
|
|
2021
Q2 | $340K | Buy |
5,735
+19
| +0.3% | +$1.13K | 0.01% | 418 |
|
|
2021
Q1 | $262K | Buy |
5,716
+42
| +0.7% | +$1.93K | 0.01% | 427 |
|
|
2020
Q4 | $260K | Sell |
5,674
-124
| -2% | -$5.68K | 0.01% | 371 |
|
|
2020
Q3 | $225K | Buy |
+5,798
| New | +$225K | 0.01% | 328 |
|
|
2020
Q1 | – | Sell |
-5,294
| Closed | -$211K | – | 427 |
|
|
2019
Q4 | $211K | Sell |
5,294
-497
| -9% | -$19.8K | 0.01% | 387 |
|
|
2019
Q3 | $240K | Buy |
+5,791
| New | +$240K | 0.01% | 313 |
|