LRPA
L. Roy Papp & Associates’s SEI Investments SEIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-6,148
| Closed | -$338K | – | 170 |
|
|
2020
Q2 | $338K | Sell |
6,148
-8,000
| -57% | -$440K | 0.05% | 134 |
|
|
2020
Q1 | $656K | Sell |
14,148
-5,400
| -28% | -$250K | 0.12% | 109 |
|
|
2019
Q4 | $1.28M | Hold |
19,548
| – | – | 0.18% | 88 |
|
|
2019
Q3 | $1.16M | Hold |
19,548
| – | – | 0.18% | 90 |
|
|
2019
Q2 | $1.1M | Sell |
19,548
-1,204
| -6% | -$67.6K | 0.17% | 91 |
|
|
2019
Q1 | $1.08M | Sell |
20,752
-1,446
| -7% | -$75.5K | 0.2% | 81 |
|
|
2018
Q4 | $1.03M | Buy |
22,198
+952
| +4% | +$44K | 0.21% | 79 |
|
|
2018
Q3 | $1.3M | Buy |
21,246
+400
| +2% | +$24.4K | 0.23% | 79 |
|
|
2018
Q2 | $1.3M | Buy |
20,846
+1,700
| +9% | +$106K | 0.25% | 72 |
|
|
2018
Q1 | $1.43M | Hold |
19,146
| – | – | 0.27% | 67 |
|
|
2017
Q4 | $1.38M | Sell |
19,146
-1,315
| -6% | -$94.5K | 0.27% | 70 |
|
|
2017
Q3 | $1.25M | Sell |
20,461
-926
| -4% | -$56.5K | 0.27% | 66 |
|
|
2017
Q2 | $1.15M | Buy |
+21,387
| New | +$1.15M | 0.25% | 75 |
|