J.P. Morgan Private Wealth Advisors’s SEI Investments SEIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $633K | Sell |
10,510
-791
| -7% | -$47.6K | ﹤0.01% | 1149 |
|
|
2023
Q2 | $674K | Sell |
11,301
-4,702
| -29% | -$280K | ﹤0.01% | 913 |
|
|
2023
Q1 | $921K | Sell |
16,003
-2,599
| -14% | -$150K | ﹤0.01% | 1198 |
|
|
2022
Q4 | $1.08M | Buy |
18,602
+749
| +4% | +$43.7K | ﹤0.01% | 1105 |
|
|
2022
Q3 | $876K | Buy |
17,853
+3,161
| +22% | +$155K | ﹤0.01% | 1203 |
|
|
2022
Q2 | $794K | Sell |
14,692
-1,630
| -10% | -$88.1K | ﹤0.01% | 1253 |
|
|
2022
Q1 | $983K | Buy |
16,322
+36
| +0.2% | +$2.17K | ﹤0.01% | 1232 |
|
|
2021
Q4 | $992K | Buy |
16,286
+41
| +0.3% | +$2.5K | ﹤0.01% | 1247 |
|
|
2021
Q3 | $963K | Buy |
16,245
+1,172
| +8% | +$69.5K | ﹤0.01% | 1227 |
|
|
2021
Q2 | $934K | Sell |
15,073
-1,533
| -9% | -$95K | ﹤0.01% | 1231 |
|
|
2021
Q1 | $1.01M | Buy |
16,606
+201
| +1% | +$12.2K | ﹤0.01% | 1030 |
|
|
2020
Q4 | $943K | Sell |
16,405
-485
| -3% | -$27.9K | ﹤0.01% | 1025 |
|
|
2020
Q3 | $857K | Sell |
16,890
-1,372
| -8% | -$69.6K | ﹤0.01% | 942 |
|
|
2020
Q2 | $1M | Sell |
18,262
-65
| -0.4% | -$3.57K | ﹤0.01% | 814 |
|
|
2020
Q1 | $849K | Buy |
18,327
+1,182
| +7% | +$54.8K | ﹤0.01% | 760 |
|
|
2019
Q4 | $1.12M | Sell |
17,145
-85
| -0.5% | -$5.57K | 0.01% | 764 |
|
|
2019
Q3 | $1.02M | Buy |
17,230
+7,262
| +73% | +$430K | 0.01% | 743 |
|
|
2019
Q2 | $559K | Sell |
9,968
-1,559
| -14% | -$87.4K | ﹤0.01% | 940 |
|
|
2019
Q1 | $602K | Buy |
11,527
+543
| +5% | +$28.4K | ﹤0.01% | 961 |
|
|
2018
Q4 | $507K | Buy |
10,984
+4,103
| +60% | +$189K | ﹤0.01% | 960 |
|
|
2018
Q3 | $420K | Buy |
6,881
+169
| +3% | +$10.3K | ﹤0.01% | 1141 |
|
|
2018
Q2 | $420K | Sell |
6,712
-553
| -8% | -$34.6K | ﹤0.01% | 1075 |
|
|
2018
Q1 | $544K | Buy |
7,265
+246
| +4% | +$18.4K | ﹤0.01% | 841 |
|
|
2017
Q4 | $504K | Sell |
7,019
-1,221
| -15% | -$87.7K | ﹤0.01% | 866 |
|
|
2017
Q3 | $503K | Sell |
8,240
-600
| -7% | -$36.6K | ﹤0.01% | 841 |
|
|
2017
Q2 | $475K | Sell |
8,840
-264
| -3% | -$14.2K | ﹤0.01% | 854 |
|
|
2017
Q1 | $459K | Buy |
9,104
+442
| +5% | +$22.3K | ﹤0.01% | 891 |
|
|
2016
Q4 | $428K | Sell |
8,662
-583
| -6% | -$28.8K | ﹤0.01% | 862 |
|
|
2016
Q3 | $422K | Sell |
9,245
-1,150
| -11% | -$52.5K | ﹤0.01% | 849 |
|
|
2016
Q2 | $500K | Buy |
10,395
+260
| +3% | +$12.5K | ﹤0.01% | 781 |
|
|
2016
Q1 | $436K | Sell |
10,135
-1,168
| -10% | -$50.2K | ﹤0.01% | 786 |
|
|
2015
Q4 | $592K | Sell |
11,303
-943
| -8% | -$49.4K | 0.01% | 637 |
|
|
2015
Q3 | $591K | Sell |
12,246
-776
| -6% | -$37.5K | 0.01% | 572 |
|
|
2015
Q2 | $638K | Sell |
13,022
-504
| -4% | -$24.7K | 0.01% | 608 |
|
|
2015
Q1 | $596K | Sell |
13,526
-1,192
| -8% | -$52.5K | 0.01% | 668 |
|
|
2014
Q4 | $589K | Sell |
14,718
-4,342
| -23% | -$174K | 0.01% | 660 |
|
|
2014
Q3 | $689K | Sell |
19,060
-16,854
| -47% | -$609K | 0.01% | 611 |
|
|
2014
Q2 | $1.18M | Buy |
35,914
+2,001
| +6% | +$65.6K | 0.02% | 382 |
|
|
2014
Q1 | $1.14M | Sell |
33,913
-43,652
| -56% | -$1.47M | 0.02% | 380 |
|
|
2013
Q4 | $2.69M | Buy |
+77,565
| New | +$2.69M | 0.05% | 225 |
|