Janiczek Wealth Management’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $476K | Buy |
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|
2024
Q1 | $504K | Buy |
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|
2023
Q4 | $381K | Sell |
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|
2023
Q3 | $385K | Buy |
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|
2023
Q2 | $294K | Buy |
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|
2023
Q1 | $217K | Buy |
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|
2022
Q4 | $214K | Buy |
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|
2022
Q3 | $167K | Buy |
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|
2022
Q2 | $179K | Buy |
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|
2022
Q1 | $170K | Buy |
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|
2021
Q4 | $97K | Buy |
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|
2021
Q3 | $78K | Buy |
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|
2021
Q2 | $61K | Buy |
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|
2021
Q1 | $37K | Buy |
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|
2020
Q4 | $21K | Buy |
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|
2020
Q3 | $3K | Buy |
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