Private Ocean’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $77.6K | Hold |
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|
2024
Q1 | $86.3K | Hold |
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|
2023
Q4 | $76.3K | Hold |
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|
2023
Q3 | $72.3K | Hold |
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|
2023
Q2 | $71.5K | Hold |
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|
2023
Q1 | $69.1K | Hold |
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|
2022
Q4 | $70K | Hold |
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|
2022
Q3 | $58K | Hold |
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|
2022
Q2 | $64K | Hold |
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|
2022
Q1 | $72K | Hold |
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|
2021
Q4 | $73K | Hold |
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|
2021
Q3 | $71K | Hold |
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|
2021
Q2 | $74K | Buy |
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