TFO Wealth Partners’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5
| Closed | -$360 | – | 634 |
|
|
2024
Q1 | $360 | Sell |
5
-4
| -44% | -$288 | ﹤0.01% | 352 |
|
|
2023
Q4 | $572 | Hold |
9
| – | – | ﹤0.01% | 301 |
|
|
2023
Q3 | $537 | Buy |
9
+4
| +80% | +$239 | ﹤0.01% | 441 |
|
|
2023
Q2 | $298 | Hold |
5
| – | – | ﹤0.01% | 407 |
|
|
2023
Q1 | $288 | Sell |
5
-266
| -98% | -$15.3K | ﹤0.01% | 384 |
|
|
2022
Q4 | $9.26K | Buy |
+271
| New | +$9.26K | ﹤0.01% | 121 |
|