Perigon Wealth Management’s SEI Enhanced US Large Cap Momentum Factor ETF SEIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
24,398
+3
| +0% | +$126 | 0.02% | 462 |
|
|
2025
Q1 | $880K | Sell |
24,395
-1,617
| -6% | -$58.3K | 0.02% | 482 |
|
|
2024
Q4 | $1.03M | Sell |
26,012
-3,342
| -11% | -$132K | 0.03% | 439 |
|
|
2024
Q3 | $1.06M | Sell |
29,354
-1,249
| -4% | -$45.1K | 0.03% | 414 |
|
|
2024
Q2 | $1.02M | Sell |
30,603
-1,633
| -5% | -$54.2K | 0.03% | 376 |
|
|
2024
Q1 | $1.04M | Buy |
+32,236
| New | +$1.04M | 0.03% | 362 |
|