International Assets Investment Management’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,556
| Closed | -$209K | – | 866 |
|
|
2024
Q4 | $209K | Sell |
2,556
-4
| -0.2% | -$328 | 0.02% | 731 |
|
|
2024
Q3 | $37 | Buy |
2,560
+2,523
| +6,819% | +$36 | ﹤0.01% | 1737 |
|
|
2024
Q2 | $2.39K | Buy |
+37
| New | +$2.39K | ﹤0.01% | 1982 |
|
|
2023
Q2 | – | Sell |
-778
| Closed | -$44.8K | – | 881 |
|
|
2023
Q1 | $44.8K | Buy |
+778
| New | +$44.8K | 0.01% | 692 |
|