Salem Investment Counselors’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-14,608
| Closed | -$890K | – | 1094 |
|
2021
Q4 | $890K | Hold |
14,608
| – | – | 0.03% | 200 |
|
2021
Q3 | $866K | Hold |
14,608
| – | – | 0.05% | 188 |
|
2021
Q2 | $905K | Buy |
+14,608
| New | +$905K | 0.05% | 180 |
|
2020
Q1 | – | Sell |
-200
| Closed | -$13K | – | 704 |
|
2019
Q4 | $13K | Buy |
+200
| New | +$13K | ﹤0.01% | 543 |
|