InceptionR’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,020
| Closed | -$693K | – | 847 |
|
|
2024
Q3 | $693K | Buy |
+10,020
| New | +$693K | 0.17% | 236 |
|
|
2024
Q1 | – | Sell |
-14,071
| Closed | -$894K | – | 715 |
|
|
2023
Q4 | $894K | Buy |
+14,071
| New | +$894K | 0.64% | 6 |
|
|
2023
Q2 | – | Sell |
-10,789
| Closed | -$621K | – | 595 |
|
|
2023
Q1 | $621K | Buy |
+10,789
| New | +$621K | 0.2% | 196 |
|