Founders Capital Management (Texas)’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-4,250
| Closed | -$318K | – | 343 |
|
2018
Q1 | $318K | Hold |
4,250
| – | – | 0.27% | 64 |
|
2017
Q4 | $305K | Hold |
4,250
| – | – | 0.25% | 66 |
|
2017
Q3 | $260K | Hold |
4,250
| – | – | 0.22% | 71 |
|
2017
Q2 | $229K | Hold |
4,250
| – | – | 0.2% | 69 |
|
2017
Q1 | $214K | Buy |
+4,250
| New | +$214K | 0.19% | 75 |
|