NewSquare Capital’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.8K | Buy |
231
+220
| +2,000% | +$19.8K | ﹤0.01% | 464 |
|
|
2025
Q1 | $854 | Buy |
+11
| New | +$854 | ﹤0.01% | 941 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 938 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 954 |
|
|
2017
Q2 | – | Sell |
-16
| Closed | -$1K | – | 334 |
|
|
2017
Q1 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 317 |
|