Icon Wealth Partners’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $101K | Buy |
+1,677
| New | +$101K | 0.01% | 390 |
|
|
2019
Q2 | – | Sell |
-1,775
| Closed | -$93K | – | 654 |
|
|
2019
Q1 | $93K | Buy |
+1,775
| New | +$93K | 0.03% | 232 |
|
|
2018
Q4 | – | Sell |
-1,710
| Closed | -$104K | – | 247 |
|
|
2018
Q3 | $104K | Buy |
1,710
+12
| +0.7% | +$730 | 0.04% | 265 |
|
|
2018
Q2 | $106K | Sell |
1,698
-12
| -0.7% | -$749 | 0.04% | 226 |
|
|
2018
Q1 | $128K | Buy |
1,710
+20
| +1% | +$1.5K | 0.07% | 223 |
|
|
2017
Q4 | $121K | Buy |
+1,690
| New | +$121K | 0.06% | 242 |
|