Regal Investment Advisors’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-517
| Closed | -$24K | – | 770 |
|
|
2015
Q3 | $24K | Hold |
517
| – | – | 0.01% | 534 |
|
|
2015
Q2 | $25K | Hold |
517
| – | – | 0.01% | 528 |
|
|
2015
Q1 | $23K | Sell |
517
-230
| -31% | -$10.2K | 0.01% | 544 |
|
|
2014
Q4 | $30K | Buy |
747
+230
| +44% | +$9.24K | 0.01% | 473 |
|
|
2014
Q3 | $19K | Sell |
517
-50
| -9% | -$1.84K | 0.01% | 564 |
|
|
2014
Q2 | $19K | Hold |
567
| – | – | 0.01% | 559 |
|
|
2014
Q1 | $19K | Hold |
567
| – | – | 0.01% | 525 |
|
|
2013
Q4 | $20K | Sell |
567
-141
| -20% | -$4.97K | 0.01% | 452 |
|
|
2013
Q3 | $22K | Buy |
708
+190
| +37% | +$5.9K | 0.01% | 458 |
|
|
2013
Q2 | $15K | Buy |
+518
| New | +$15K | 0.01% | 511 |
|