Gould Capital’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-16,653
| Closed | -$1.08M | – | 225 |
|
|
2024
Q2 | $1.08M | Buy |
16,653
+420
| +3% | +$27.2K | 0.76% | 34 |
|
|
2024
Q1 | $1.17M | Buy |
16,233
+1,565
| +11% | +$113K | 0.82% | 34 |
|
|
2023
Q4 | $932K | Sell |
14,668
-76
| -0.5% | -$4.83K | 0.68% | 38 |
|
|
2023
Q3 | $872K | Buy |
14,744
+195
| +1% | +$11.5K | 0.7% | 38 |
|
|
2023
Q2 | $867K | Buy |
14,549
+84
| +0.6% | +$5.01K | 0.66% | 39 |
|
|
2023
Q1 | $832K | Sell |
14,465
-3,018
| -17% | -$174K | 0.64% | 41 |
|
|
2022
Q4 | $1.02M | Sell |
17,483
-158
| -0.9% | -$9.21K | 0.81% | 35 |
|
|
2022
Q3 | $865K | Sell |
17,641
-2
| -0% | -$98 | 0.75% | 36 |
|
|
2022
Q2 | $953K | Sell |
17,643
-485
| -3% | -$26.2K | 0.77% | 33 |
|
|
2022
Q1 | $1.09M | Buy |
18,128
+976
| +6% | +$58.7K | 0.78% | 36 |
|
|
2021
Q4 | $1.05M | Buy |
+17,152
| New | +$1.05M | 0.73% | 37 |
|