SeaCrest Wealth Management’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-294
| Closed | -$15K | – | 1624 |
|
|
2019
Q1 | $15K | Buy |
294
+100
| +52% | +$5.1K | ﹤0.01% | 1404 |
|
|
2018
Q4 | $9K | Sell |
194
-8
| -4% | -$371 | ﹤0.01% | 1535 |
|
|
2018
Q3 | $12K | Buy |
202
+161
| +393% | +$9.56K | ﹤0.01% | 1584 |
|
|
2018
Q2 | $3K | Hold |
41
| – | – | ﹤0.01% | 1945 |
|
|
2018
Q1 | $3K | Hold |
41
| – | – | ﹤0.01% | 1918 |
|
|
2017
Q4 | $3K | Buy |
+41
| New | +$3K | ﹤0.01% | 1941 |
|