Mirabella Financial Services’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-11,465
| Closed | -$690K | – | 687 |
|
|
2022
Q1 | $690K | Buy |
+11,465
| New | +$690K | 0.08% | 202 |
|
|
2021
Q2 | – | Sell |
-3,307
| Closed | -$201K | – | 389 |
|
|
2021
Q1 | $201K | Buy |
+3,307
| New | +$201K | 0.06% | 254 |
|
|
2020
Q4 | – | Sell |
-6,201
| Closed | -$315K | – | 463 |
|
|
2020
Q3 | $315K | Buy |
+6,201
| New | +$315K | 0.04% | 198 |
|