Parisi Gray Wealth Management’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-162
| Closed | -$10K | – | 473 |
|
|
2021
Q2 | $10K | Buy |
+162
| New | +$10K | ﹤0.01% | 451 |
|
|
2019
Q2 | – | Sell |
-260
| Closed | -$14K | – | 389 |
|
|
2019
Q1 | $14K | Hold |
260
| – | – | 0.01% | 350 |
|
|
2018
Q4 | $12K | Hold |
260
| – | – | 0.01% | 367 |
|
|
2018
Q3 | $16K | Hold |
260
| – | – | 0.01% | 358 |
|
|
2018
Q2 | $16K | Hold |
260
| – | – | 0.01% | 362 |
|
|
2018
Q1 | $19K | Hold |
260
| – | – | 0.01% | 349 |
|
|
2017
Q4 | $19K | Buy |
+260
| New | +$19K | 0.01% | 360 |
|