Sutton Wealth Advisors’s SEI Investments SEIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1
| Closed | -$58 | – | 1433 |
|
|
2022
Q4 | $58 | Sell |
1
-1
| -50% | -$58 | ﹤0.01% | 1654 |
|
|
2022
Q3 | $98 | Sell |
2
-17
| -89% | -$833 | ﹤0.01% | 1603 |
|
|
2022
Q2 | $1.03K | Hold |
19
| – | – | ﹤0.01% | 1277 |
|
|
2022
Q1 | $1.14K | Buy |
19
+7
| +58% | +$421 | ﹤0.01% | 1309 |
|
|
2021
Q4 | $731 | Buy |
+12
| New | +$731 | ﹤0.01% | 1417 |
|