Ruggie Capital Group’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-580
| Closed | -$27K | – | 406 |
|
|
2018
Q4 | $27K | Buy |
+580
| New | +$27K | 0.01% | 228 |
|
|
2015
Q4 | – | Sell |
-2,681
| Closed | -$136K | – | 157 |
|
|
2015
Q3 | $136K | Hold |
2,681
| – | – | 0.13% | 53 |
|
|
2015
Q2 | $131K | Hold |
2,681
| – | – | 0.11% | 58 |
|
|
2015
Q1 | $118K | Buy |
+2,681
| New | +$118K | 0.14% | 44 |
|