Integrated Investment Consultants’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,435
| Closed | -$107K | – | 604 |
|
|
2018
Q1 | $107K | Buy |
+1,435
| New | +$107K | 0.04% | 321 |
|
|
2017
Q3 | $84K | Sell |
1,380
-97
| -7% | -$5.9K | 0.04% | 331 |
|
|
2017
Q2 | $79K | Hold |
1,477
| – | – | 0.04% | 336 |
|
|
2017
Q1 | $74K | Sell |
1,477
-77
| -5% | -$3.86K | 0.03% | 341 |
|
|
2016
Q4 | $77K | Hold |
1,554
| – | – | 0.04% | 328 |
|
|
2016
Q3 | $68K | Hold |
1,554
| – | – | 0.03% | 340 |
|
|
2016
Q2 | $75K | Buy |
1,554
+62
| +4% | +$2.99K | 0.04% | 330 |
|
|
2016
Q1 | $65K | Buy |
+1,492
| New | +$65K | 0.04% | 312 |
|