JP Morgan Private Wealth Advisors’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $633K | Sell |
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|
2023
Q2 | $674K | Sell |
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|
2023
Q1 | $921K | Sell |
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|
2022
Q4 | $1.08M | Buy |
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|
2022
Q3 | $876K | Buy |
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|
2022
Q2 | $794K | Sell |
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|
2022
Q1 | $983K | Buy |
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|
2021
Q4 | $992K | Buy |
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|
2021
Q3 | $963K | Buy |
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|
2021
Q2 | $934K | Sell |
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|
2021
Q1 | $1.01M | Buy |
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|
2020
Q4 | $943K | Sell |
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|
2020
Q3 | $857K | Sell |
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|
2020
Q2 | $1M | Sell |
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|
2020
Q1 | $849K | Buy |
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|
2019
Q4 | $1.12M | Sell |
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|
2019
Q3 | $1.02M | Buy |
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|
2019
Q2 | $559K | Sell |
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|
2019
Q1 | $602K | Buy |
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|
2018
Q4 | $507K | Buy |
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|
2018
Q3 | $420K | Buy |
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|
2018
Q2 | $420K | Sell |
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|
2018
Q1 | $544K | Buy |
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|
2017
Q4 | $504K | Sell |
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|
2017
Q3 | $503K | Sell |
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|
2017
Q2 | $475K | Sell |
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|
2017
Q1 | $459K | Buy |
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|
2016
Q4 | $428K | Sell |
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|
2016
Q3 | $422K | Sell |
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|
2016
Q2 | $500K | Buy |
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|
2016
Q1 | $436K | Sell |
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|
2015
Q4 | $592K | Sell |
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|
2015
Q3 | $591K | Sell |
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|
2015
Q2 | $638K | Sell |
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|
2015
Q1 | $596K | Sell |
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|
2014
Q4 | $589K | Sell |
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|
2014
Q3 | $689K | Sell |
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|
2014
Q2 | $1.18M | Buy |
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|
2014
Q1 | $1.14M | Sell |
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|
2013
Q4 | $2.69M | Buy |
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