Glassman Wealth 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
Q1 | – | Sell |
-8
| Closed | -$508 | – | 1526 |
|
|
2023
Q4 | $508 | Hold |
8
| – | – | ﹤0.01% | 1715 |
|
|
2023
Q3 | $482 | Sell |
8
-10
| -56% | -$603 | ﹤0.01% | 1745 |
|
|
2023
Q2 | $1.07K | Sell |
18
-4
| -18% | -$238 | ﹤0.01% | 1422 |
|
|
2023
Q1 | $1.27K | Buy |
22
+11
| +100% | +$633 | ﹤0.01% | 1357 |
|
|
2022
Q4 | $641 | Sell |
11
-12
| -52% | -$699 | ﹤0.01% | 1567 |
|
|
2022
Q3 | $1K | Buy |
23
+2
| +10% | +$87 | ﹤0.01% | 1514 |
|
|
2022
Q2 | $1K | Sell |
21
-43
| -67% | -$2.05K | ﹤0.01% | 1519 |
|
|
2022
Q1 | $4K | Sell |
64
-19
| -23% | -$1.19K | ﹤0.01% | 1075 |
|
|
2021
Q4 | $5K | Buy |
83
+34
| +69% | +$2.05K | ﹤0.01% | 1002 |
|
|
2021
Q3 | $3K | Buy |
49
+37
| +308% | +$2.27K | ﹤0.01% | 1095 |
|
|
2021
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 1368 |
|
|
2021
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 1313 |
|
|
2020
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 1271 |
|
|
2020
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 1223 |
|
|
2020
Q2 | $1K | Buy |
12
+8
| +200% | +$667 | ﹤0.01% | 1100 |
|
|
2020
Q1 | $0 | Sell |
4
-1
| -20% | – | ﹤0.01% | 1509 |
|
|
2019
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1449 |
|