TD Private Client Wealth’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-33
| Closed | -$1.97K | – | 1266 |
|
|
2023
Q2 | $1.97K | Hold |
33
| – | – | ﹤0.01% | 1170 |
|
|
2023
Q1 | $1.9K | Hold |
33
| – | – | ﹤0.01% | 1155 |
|
|
2022
Q4 | $1.92K | Hold |
33
| – | – | ﹤0.01% | 1117 |
|
|
2022
Q3 | $1.62K | Hold |
33
| – | – | ﹤0.01% | 1124 |
|
|
2022
Q2 | $1.78K | Hold |
33
| – | – | ﹤0.01% | 1141 |
|
|
2022
Q1 | $1.99K | Hold |
33
| – | – | ﹤0.01% | 1169 |
|
|
2021
Q4 | $2.01K | Hold |
33
| – | – | ﹤0.01% | 1018 |
|
|
2021
Q3 | $1.96K | Hold |
33
| – | – | ﹤0.01% | 1039 |
|
|
2021
Q2 | $2.05K | Hold |
33
| – | – | ﹤0.01% | 1040 |
|
|
2021
Q1 | $2.01K | Hold |
33
| – | – | ﹤0.01% | 1004 |
|
|
2020
Q4 | $1.9K | Sell |
33
-29
| -47% | -$1.67K | ﹤0.01% | 964 |
|
|
2020
Q3 | $3.15K | Hold |
62
| – | – | ﹤0.01% | 879 |
|
|
2020
Q2 | $3.41K | Buy |
+62
| New | +$3.41K | ﹤0.01% | 867 |
|