Evoke Wealth’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-63
| Closed | -$3K | – | 1003 |
|
|
2022
Q3 | $3K | Hold |
63
| – | – | ﹤0.01% | 992 |
|
|
2022
Q2 | $3K | Hold |
63
| – | – | ﹤0.01% | 1007 |
|
|
2022
Q1 | $4K | Hold |
63
| – | – | ﹤0.01% | 965 |
|
|
2021
Q4 | $4K | Hold |
63
| – | – | ﹤0.01% | 959 |
|
|
2021
Q3 | $3K | Hold |
63
| – | – | ﹤0.01% | 964 |
|
|
2021
Q2 | $4K | Sell |
63
-59
| -48% | -$3.75K | ﹤0.01% | 945 |
|
|
2021
Q1 | $7K | Buy |
122
+59
| +94% | +$3.39K | ﹤0.01% | 776 |
|
|
2020
Q4 | $4K | Hold |
63
| – | – | ﹤0.01% | 785 |
|
|
2020
Q3 | $3K | Hold |
63
| – | – | ﹤0.01% | 797 |
|
|
2020
Q2 | $3K | Hold |
63
| – | – | ﹤0.01% | 812 |
|
|
2020
Q1 | $2.92K | Sell |
63
-36
| -36% | -$1.67K | ﹤0.01% | 735 |
|
|
2019
Q4 | $6.52K | Sell |
99
-2
| -2% | -$132 | ﹤0.01% | 855 |
|
|
2019
Q3 | $5.98K | Buy |
+101
| New | +$5.98K | ﹤0.01% | 952 |
|