Harvest Group Wealth Management’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 |
-39
| Closed | -$2K | – | 592 |
|
|
2020
Q4 | $2K | Hold |
39
| – | – | ﹤0.01% | 378 |
|
|
2020
Q3 | $2K | Hold |
39
| – | – | ﹤0.01% | 374 |
|
|
2020
Q2 | $2K | Hold |
39
| – | – | ﹤0.01% | 328 |
|
|
2020
Q1 | $1K | Sell |
39
-122
| -76% | -$3.13K | ﹤0.01% | 426 |
|
|
2019
Q4 | $10K | Hold |
161
| – | – | 0.01% | 248 |
|
|
2019
Q3 | $10K | Hold |
161
| – | – | 0.01% | 266 |
|
|
2019
Q2 | $9K | Hold |
161
| – | – | 0.01% | 234 |
|
|
2019
Q1 | $8K | Buy |
+161
| New | +$8K | 0.01% | 294 |
|