Miles Capital’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-14,754
| Closed | -$828K | – | 196 |
|
|
2019
Q2 | $828K | Sell |
14,754
-543
| -4% | -$30.5K | 0.68% | 43 |
|
|
2019
Q1 | $799K | Buy |
15,297
+55
| +0.4% | +$2.87K | 0.69% | 45 |
|
|
2018
Q4 | $704K | Sell |
15,242
-5,205
| -25% | -$240K | 0.69% | 45 |
|
|
2018
Q3 | $1.25M | Sell |
20,447
-1,089
| -5% | -$66.5K | 1.01% | 21 |
|
|
2018
Q2 | $1.35M | Sell |
21,536
-298
| -1% | -$18.6K | 0.83% | 15 |
|
|
2018
Q1 | $1.64M | Sell |
21,834
-89
| -0.4% | -$6.67K | 0.9% | 12 |
|
|
2017
Q4 | $1.58M | Buy |
21,923
+26
| +0.1% | +$1.87K | 0.91% | 15 |
|
|
2017
Q3 | $1.34M | Sell |
21,897
-3,732
| -15% | -$228K | 0.76% | 22 |
|
|
2017
Q2 | $1.38M | Buy |
25,629
+20,184
| +371% | +$1.09M | 0.74% | 18 |
|
|
2017
Q1 | $275K | Buy |
+5,445
| New | +$275K | 0.15% | 117 |
|