GW Henssler & Associates’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $219K | Sell |
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|
2023
Q1 | $214K | Sell |
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|
2022
Q4 | $273K | Hold |
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|
2022
Q3 | $229K | Sell |
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|
2022
Q2 | $255K | Sell |
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|
2022
Q1 | $399K | Buy |
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|
2021
Q4 | $396K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $403K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $553K | Sell |
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|
2016
Q4 | $10.4M | Buy |
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|
2016
Q3 | $9.49M | Buy |
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|
2016
Q2 | $9.81M | Buy |
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|
2016
Q1 | $7.99M | Buy |
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