Gideon Capital Advisors’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-12,679
| Closed | -$586K | – | 499 |
|
|
2018
Q4 | $586K | Buy |
12,679
+5,748
| +83% | +$266K | 0.24% | 127 |
|
|
2018
Q3 | $423K | Sell |
6,931
-5,512
| -44% | -$336K | 0.2% | 178 |
|
|
2018
Q2 | $778K | Buy |
+12,443
| New | +$778K | 0.39% | 66 |
|
|
2017
Q2 | – | Sell |
-13,505
| Closed | -$681K | – | 387 |
|
|
2017
Q1 | $681K | Buy |
+13,505
| New | +$681K | 0.41% | 46 |
|
|
2015
Q4 | – | Sell |
-15,309
| Closed | -$738K | – | 268 |
|
|
2015
Q3 | $738K | Buy |
+15,309
| New | +$738K | 0.43% | 90 |
|
|
2014
Q3 | – | Sell |
-26,226
| Closed | -$859K | – | 355 |
|
|
2014
Q2 | $859K | Buy |
26,226
+18,468
| +238% | +$605K | 0.31% | 102 |
|
|
2014
Q1 | $261K | Buy |
+7,758
| New | +$261K | 0.14% | 168 |
|