Rockbridge Investment Management’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-663
| Closed | -$40.6K | – | 771 |
|
|
2022
Q1 | $40.6K | Hold |
663
| – | – | 0.01% | 324 |
|
|
2021
Q4 | $40K | Hold |
663
| – | – | 0.01% | 381 |
|
|
2021
Q3 | $39K | Hold |
663
| – | – | 0.01% | 357 |
|
|
2021
Q2 | $41K | Hold |
663
| – | – | 0.01% | 348 |
|
|
2021
Q1 | $40K | Hold |
663
| – | – | 0.01% | 321 |
|
|
2020
Q4 | $38K | Hold |
663
| – | – | 0.01% | 324 |
|
|
2020
Q3 | $34K | Hold |
663
| – | – | 0.01% | 313 |
|
|
2020
Q2 | $36K | Buy |
+663
| New | +$36K | 0.01% | 266 |
|