Investment House LLC’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 |
-5,432
| Closed | -$376K | – | 215 |
|
|
2024
Q3 | $376K | Hold |
5,432
| – | – | 0.02% | 180 |
|
|
2024
Q2 | $351K | Hold |
5,432
| – | – | 0.02% | 175 |
|
|
2024
Q1 | $391K | Hold |
5,432
| – | – | 0.02% | 175 |
|
|
2023
Q4 | $345K | Hold |
5,432
| – | – | 0.02% | 163 |
|
|
2023
Q3 | $327K | Hold |
5,432
| – | – | 0.03% | 158 |
|
|
2023
Q2 | $324K | Hold |
5,432
| – | – | 0.02% | 165 |
|
|
2023
Q1 | $313K | Hold |
5,432
| – | – | 0.03% | 165 |
|
|
2022
Q4 | $317K | Hold |
5,432
| – | – | 0.03% | 151 |
|
|
2022
Q3 | $266K | Hold |
5,432
| – | – | 0.02% | 162 |
|
|
2022
Q2 | $293K | Hold |
5,432
| – | – | 0.03% | 148 |
|
|
2022
Q1 | $327K | Hold |
5,432
| – | – | 0.02% | 156 |
|
|
2021
Q4 | $331K | Hold |
5,432
| – | – | 0.02% | 156 |
|
|
2021
Q3 | $322K | Hold |
5,432
| – | – | 0.02% | 160 |
|
|
2021
Q2 | $336K | Hold |
5,432
| – | – | 0.02% | 169 |
|
|
2021
Q1 | $331K | Hold |
5,432
| – | – | 0.03% | 167 |
|
|
2020
Q4 | $312K | Hold |
5,432
| – | – | 0.02% | 190 |
|
|
2020
Q3 | $276K | Hold |
5,432
| – | – | 0.02% | 177 |
|
|
2020
Q2 | $299K | Buy |
+5,432
| New | +$299K | 0.03% | 161 |
|