Monument Capital Management’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-39,929
| Closed | -$2.3M | – | 172 |
|
|
2023
Q1 | $2.3M | Sell |
39,929
-883
| -2% | -$50.8K | 0.77% | 39 |
|
|
2022
Q4 | $2.38M | Buy |
40,812
+594
| +1% | +$34.6K | 0.81% | 38 |
|
|
2022
Q3 | $1.97M | Buy |
40,218
+4,939
| +14% | +$242K | 0.74% | 38 |
|
|
2022
Q2 | $1.91M | Sell |
35,279
-2,444
| -6% | -$132K | 0.72% | 40 |
|
|
2022
Q1 | $2.27M | Buy |
37,723
+522
| +1% | +$31.4K | 0.74% | 38 |
|
|
2021
Q4 | $2.27M | Buy |
+37,201
| New | +$2.27M | 0.7% | 46 |
|
|
2018
Q4 | – | Sell |
-56
| Closed | -$3K | – | 274 |
|
|
2018
Q3 | $3K | Buy |
+56
| New | +$3K | ﹤0.01% | 223 |
|