EverSource Wealth Advisors’s SEI Enhanced US Large Cap Momentum Factor ETF SEIM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22K | Buy |
522
+1
| +0.2% | +$42 | ﹤0.01% | 2211 |
|
|
2025
Q1 | $18.8K | Sell |
521
-13
| -2% | -$469 | ﹤0.01% | 1722 |
|
|
2024
Q4 | $20.6K | Buy |
534
+1
| +0.2% | +$39 | ﹤0.01% | 1604 |
|
|
2024
Q3 | $19.3K | Hold |
533
| – | – | ﹤0.01% | 1515 |
|
|
2024
Q2 | $17.6K | Hold |
533
| – | – | ﹤0.01% | 1567 |
|
|
2024
Q1 | $16.1K | Sell |
533
-283
| -35% | -$8.55K | ﹤0.01% | 1463 |
|
|
2023
Q4 | $22.8K | Buy |
816
+2
| +0.2% | +$56 | ﹤0.01% | 1179 |
|
|
2023
Q3 | $20.5K | Buy |
814
+75
| +10% | +$1.89K | ﹤0.01% | 1116 |
|
|
2023
Q2 | $19.6K | Buy |
+739
| New | +$19.6K | ﹤0.01% | 1160 |
|