Moisand Fitzgerald Tamayo’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 |
-12
| Closed | -$723 | – | 797 |
|
|
2023
Q3 | $723 | Hold |
12
| – | – | ﹤0.01% | 700 |
|
|
2023
Q2 | $716 | Hold |
12
| – | – | ﹤0.01% | 695 |
|
|
2023
Q1 | $691 | Hold |
12
| – | – | ﹤0.01% | 736 |
|
|
2022
Q4 | $700 | Buy |
+12
| New | +$700 | ﹤0.01% | 717 |
|
|
2016
Q2 | – | Sell |
-750
| Closed | -$32K | – | 174 |
|
|
2016
Q1 | $32K | Hold |
750
| – | – | 0.03% | 109 |
|
|
2015
Q4 | $39K | Buy |
+750
| New | +$39K | 0.03% | 98 |
|