First Personal Financial Services’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $8.1K | Buy |
+117
| New | +$8.1K | ﹤0.01% | 321 |
|
|
2017
Q3 | – | Sell |
-613
| Closed | -$33K | – | 867 |
|
|
2017
Q2 | $33K | Hold |
613
| – | – | 0.01% | 492 |
|
|
2017
Q1 | $31K | Hold |
613
| – | – | 0.01% | 489 |
|
|
2016
Q4 | $30K | Hold |
613
| – | – | 0.01% | 471 |
|
|
2016
Q3 | $28K | Hold |
613
| – | – | 0.01% | 378 |
|
|
2016
Q2 | $29K | Sell |
613
-59
| -9% | -$2.79K | 0.01% | 363 |
|
|
2016
Q1 | $29K | Sell |
672
-273
| -29% | -$11.8K | 0.01% | 215 |
|
|
2015
Q4 | $50K | Buy |
945
+44
| +5% | +$2.33K | 0.03% | 179 |
|
|
2015
Q3 | $44K | Hold |
901
| – | – | 0.03% | 181 |
|
|
2015
Q2 | $45K | Hold |
901
| – | – | 0.03% | 175 |
|
|
2015
Q1 | $40K | Hold |
901
| – | – | 0.02% | 180 |
|
|
2014
Q4 | $36K | Buy |
+901
| New | +$36K | 0.02% | 176 |
|