SEI Investments’s CS Disco LAW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-23,315
| Closed | -$155K | – | 2725 |
|
|
2023
Q1 | $155K | Buy |
+23,315
| New | +$155K | ﹤0.01% | 2530 |
|
|
2022
Q4 | – | Sell |
-31,370
| Closed | -$314K | – | 2614 |
|
|
2022
Q3 | $314K | Sell |
31,370
-4,319
| -12% | -$43.2K | ﹤0.01% | 2286 |
|
|
2022
Q2 | $644K | Buy |
35,689
+22,524
| +171% | +$406K | ﹤0.01% | 2003 |
|
|
2022
Q1 | $447K | Sell |
13,165
-755
| -5% | -$25.6K | ﹤0.01% | 2135 |
|
|
2021
Q4 | $498K | Buy |
13,920
+5,212
| +60% | +$186K | ﹤0.01% | 2104 |
|
|
2021
Q3 | $417K | Buy |
+8,708
| New | +$417K | ﹤0.01% | 2155 |
|