First Personal Financial Services’s SEI Investments SEIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$8.1K Buy
2017
Q3
Sell
2017
Q2
$33K Hold
2017
Q1
$31K Hold
2016
Q4
$30K Hold
2016
Q3
$28K Hold
2016
Q2
$29K Sell
2016
Q1
$29K Sell
2015
Q4
$50K Buy
2015
Q3
$44K Hold
2015
Q2
$45K Hold
2015
Q1
$40K Hold
2014
Q4
$36K Buy