PDL
Portfolio Design Labs’s SEI Investments SEIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.37M | Sell |
59,777
-1,301
| -2% | -$117K | 1.05% | 24 |
|
|
2025
Q1 | $4.74M | Buy |
61,078
+30,976
| +103% | +$2.4M | 0.98% | 20 |
|
|
2024
Q4 | $2.48M | Buy |
30,102
+5,522
| +22% | +$455K | 0.51% | 61 |
|
|
2024
Q3 | $1.7M | Buy |
+24,580
| New | +$1.7M | 0.47% | 74 |
|