LBP AM’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,107
| Closed | -$308K | – | 475 |
|
|
2023
Q3 | $308K | Hold |
5,107
| – | – | 0.01% | 460 |
|
|
2023
Q2 | $304K | Hold |
5,107
| – | – | 0.01% | 406 |
|
|
2023
Q1 | $294K | Sell |
5,107
-771
| -13% | -$44.4K | 0.01% | 450 |
|
|
2022
Q4 | $343K | Buy |
+5,878
| New | +$343K | 0.01% | 443 |
|