JWCA
J.W. Coons Advisors’s SEI Investments SEIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Buy |
+2,430
| New | +$218K | 0.05% | 229 |
|
|
2021
Q1 | – | Sell |
-4,580
| Closed | -$262K | – | 222 |
|
|
2020
Q4 | $262K | Sell |
4,580
-450
| -9% | -$25.7K | 0.1% | 175 |
|
|
2020
Q3 | $255K | Sell |
5,030
-1,415
| -22% | -$71.7K | 0.11% | 166 |
|
|
2020
Q2 | $350K | Sell |
6,445
-1,415
| -18% | -$76.8K | 0.16% | 143 |
|
|
2020
Q1 | $366K | Buy |
+7,860
| New | +$366K | 0.19% | 128 |
|