SEI Investments’s a.k.a. Brands AKA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,647
Closed -$10.8K 2669
2023
Q1
$10.8K Sell
1,647
-394
-19% -$2.58K ﹤0.01% 2668
2022
Q4
$31.1K Hold
2,041
﹤0.01% 2500
2022
Q3
$36K Buy
+2,041
New +$36K ﹤0.01% 2633