LWAM
Legacy Wealth Asset Management’s SEI Investments SEIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,226
| Closed | -$435K | – | 339 |
|
|
2022
Q1 | $435K | Buy |
7,226
+19
| +0.3% | +$1.14K | 0.15% | 205 |
|
|
2021
Q4 | $439K | Buy |
7,207
+106
| +1% | +$6.46K | 0.15% | 216 |
|
|
2021
Q3 | $421K | Sell |
7,101
-28
| -0.4% | -$1.66K | 0.19% | 198 |
|
|
2021
Q2 | $442K | Sell |
7,129
-111
| -2% | -$6.88K | 0.2% | 193 |
|
|
2021
Q1 | $441K | Buy |
7,240
+72
| +1% | +$4.39K | 0.2% | 189 |
|
|
2020
Q4 | $412K | Buy |
+7,168
| New | +$412K | 0.21% | 186 |
|