Jaffetilchin Investment Partners’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-8,217
| Closed | -$502K | – | 341 |
|
|
2018
Q3 | $502K | Sell |
8,217
-161
| -2% | -$9.84K | 0.11% | 155 |
|
|
2018
Q2 | $524K | Buy |
8,378
+3,989
| +91% | +$249K | 0.12% | 160 |
|
|
2018
Q1 | $329K | Sell |
4,389
-4,690
| -52% | -$352K | 0.07% | 241 |
|
|
2017
Q4 | $652K | Sell |
9,079
-1,086
| -11% | -$78K | 0.22% | 91 |
|
|
2017
Q3 | $621K | Hold |
10,165
| – | – | 0.15% | 120 |
|
|
2017
Q2 | $547K | Sell |
10,165
-9,945
| -49% | -$535K | 0.19% | 93 |
|
|
2017
Q1 | $1.01M | Sell |
20,110
-706
| -3% | -$35.6K | 0.26% | 65 |
|
|
2016
Q4 | $1.03M | Buy |
20,816
+10,624
| +104% | +$524K | 0.31% | 53 |
|
|
2016
Q3 | $465K | Sell |
10,192
-3,702
| -27% | -$169K | 0.15% | 113 |
|
|
2016
Q2 | $668K | Buy |
+13,894
| New | +$668K | 0.2% | 80 |
|