Schubert & Co’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-63
| Closed | -$3.63K | – | 1248 |
|
|
2023
Q1 | $3.63K | Sell |
63
-9
| -13% | -$518 | ﹤0.01% | 615 |
|
|
2022
Q4 | $4.2K | Buy |
72
+12
| +20% | +$700 | ﹤0.01% | 506 |
|
|
2022
Q3 | $3K | Buy |
60
+1
| +2% | +$50 | ﹤0.01% | 667 |
|
|
2022
Q2 | $3K | Buy |
59
+30
| +103% | +$1.53K | ﹤0.01% | 654 |
|
|
2022
Q1 | $2K | Buy |
29
+6
| +26% | +$414 | ﹤0.01% | 481 |
|
|
2021
Q4 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 845 |
|