Freestone Capital Holdings’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-54
| Closed | -$3.1K | – | 992 |
|
|
2020
Q4 | $3.1K | Hold |
54
| – | – | ﹤0.01% | 1072 |
|
|
2020
Q3 | $2.74K | Buy |
+54
| New | +$2.74K | ﹤0.01% | 987 |
|
|
2014
Q1 | – | Sell |
-16,259
| Closed | -$565K | – | 273 |
|
|
2013
Q4 | $565K | Sell |
16,259
-2,288
| -12% | -$79.5K | 0.1% | 174 |
|
|
2013
Q3 | $573K | Sell |
18,547
-497
| -3% | -$15.4K | 0.1% | 200 |
|
|
2013
Q2 | $541K | Buy |
+19,044
| New | +$541K | 0.11% | 175 |
|