Magnus Financial Group’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5,886
| Closed | -$324K | – | 574 |
|
|
2020
Q2 | $324K | Sell |
5,886
-565
| -9% | -$31.1K | 0.04% | 314 |
|
|
2020
Q1 | $299K | Buy |
6,451
+67
| +1% | +$3.11K | 0.04% | 279 |
|
|
2019
Q4 | $418K | Hold |
6,384
| – | – | 0.06% | 185 |
|
|
2019
Q3 | $378K | Buy |
6,384
+136
| +2% | +$8.05K | 0.07% | 170 |
|
|
2019
Q2 | $351K | Buy |
6,248
+129
| +2% | +$7.25K | 0.07% | 191 |
|
|
2019
Q1 | $320K | Buy |
6,119
+276
| +5% | +$14.4K | 0.07% | 216 |
|
|
2018
Q4 | $270K | Buy |
+5,843
| New | +$270K | 0.07% | 217 |
|