Kore Private Wealth’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,661
| Closed | -$217K | – | 432 |
|
|
2021
Q3 | $217K | Sell |
3,661
-87
| -2% | -$5.16K | 0.02% | 408 |
|
|
2021
Q2 | $232K | Buy |
+3,748
| New | +$232K | 0.03% | 358 |
|
|
2020
Q1 | – | Sell |
-2,144
| Closed | -$140K | – | 1183 |
|
|
2019
Q4 | $140K | Buy |
+2,144
| New | +$140K | 0.03% | 309 |
|
|
2019
Q2 | – | Sell |
-237
| Closed | -$12K | – | 686 |
|
|
2019
Q1 | $12K | Buy |
237
+116
| +96% | +$5.87K | ﹤0.01% | 603 |
|
|
2018
Q4 | $6K | Buy |
+121
| New | +$6K | ﹤0.01% | 653 |
|