Rational Advisors’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-23,911
| Closed | -$1.57M | – | 455 |
|
|
2019
Q4 | $1.57M | Buy |
23,911
+10,133
| +74% | +$664K | 0.73% | 39 |
|
|
2019
Q3 | $816K | Buy |
+13,778
| New | +$816K | 0.32% | 104 |
|
|
2013
Q4 | $108K | Sell |
3,114
-310
| -9% | -$10.8K | 0.01% | 601 |
|
|
2013
Q3 | $106K | Sell |
3,424
-47
| -1% | -$1.46K | 0.01% | 639 |
|
|
2013
Q2 | $99K | Buy |
+3,471
| New | +$99K | 0.01% | 651 |
|