SEI Investments’s Equity One EQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-68,105
| Closed | -$2.09M | – | 3217 |
|
|
2016
Q4 | $2.09M | Sell |
68,105
-18,710
| -22% | -$574K | 0.01% | 1131 |
|
|
2016
Q3 | $2.66M | Buy |
86,815
+28,479
| +49% | +$872K | 0.01% | 980 |
|
|
2016
Q2 | $1.88M | Buy |
58,336
+16,526
| +40% | +$532K | 0.01% | 1014 |
|
|
2016
Q1 | $1.2M | Sell |
41,810
-10,871
| -21% | -$311K | 0.01% | 1109 |
|
|
2015
Q4 | $1.43M | Buy |
52,681
+5,472
| +12% | +$149K | 0.01% | 1122 |
|
|
2015
Q3 | $1.15M | Buy |
47,209
+5,190
| +12% | +$126K | 0.01% | 1008 |
|
|
2015
Q2 | $981K | Sell |
42,019
-10,383
| -20% | -$242K | 0.01% | 984 |
|
|
2015
Q1 | $1.4M | Sell |
52,402
-9,989
| -16% | -$266K | 0.01% | 858 |
|
|
2014
Q4 | $1.58M | Buy |
+62,391
| New | +$1.58M | 0.01% | 786 |
|