One Wealth Advisors’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,447
| Closed | -$84.4K | – | 525 |
|
|
2022
Q4 | $84.4K | Buy |
+1,447
| New | +$84.4K | 0.02% | 318 |
|
|
2019
Q2 | – | Sell |
-234
| Closed | -$12K | – | 427 |
|
|
2019
Q1 | $12K | Buy |
+234
| New | +$12K | 0.01% | 307 |
|
|
2018
Q4 | – | Sell |
-472
| Closed | -$29K | – | 410 |
|
|
2018
Q3 | $29K | Sell |
472
-13
| -3% | -$799 | 0.02% | 295 |
|
|
2018
Q2 | $30K | Sell |
485
-54
| -10% | -$3.34K | 0.02% | 288 |
|
|
2018
Q1 | $40K | Sell |
539
-44
| -8% | -$3.27K | 0.04% | 264 |
|
|
2017
Q4 | $42K | Buy |
+583
| New | +$42K | 0.03% | 288 |
|