TA
Tiedemann Advisors’s SEI Investments SEIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.12M | Hold |
18,521
| – | – | 0.05% | 112 |
|
|
2023
Q2 | $1.1M | Hold |
18,521
| – | – | 0.05% | 108 |
|
|
2023
Q1 | $1.07M | Hold |
18,521
| – | – | 0.05% | 108 |
|
|
2022
Q4 | $1.09M | Sell |
18,521
-200
| -1% | -$11.7K | 0.05% | 112 |
|
|
2022
Q3 | $918K | Hold |
18,721
| – | – | 0.06% | 118 |
|
|
2022
Q2 | $1.01M | Sell |
18,721
-1,348
| -7% | -$72.9K | 0.08% | 114 |
|
|
2022
Q1 | $1.21M | Buy |
20,069
+47
| +0.2% | +$2.83K | 0.06% | 132 |
|
|
2021
Q4 | $1.23M | Hold |
20,022
| – | – | 0.06% | 126 |
|
|
2021
Q3 | $1.19M | Hold |
20,022
| – | – | 0.06% | 124 |
|
|
2021
Q2 | $1.24M | Sell |
20,022
-35
| -0.2% | -$2.17K | 0.05% | 149 |
|
|
2021
Q1 | $1.22M | Sell |
20,057
-1,100
| -5% | -$67K | 0.05% | 144 |
|
|
2020
Q4 | $1.22M | Buy |
21,157
+1,150
| +6% | +$66.5K | 0.06% | 135 |
|
|
2020
Q3 | $1.01M | Sell |
20,007
-4
| -0% | -$203 | 0.05% | 171 |
|
|
2020
Q2 | $1.1M | Buy |
20,011
+8
| +0% | +$440 | 0.06% | 158 |
|
|
2020
Q1 | $927K | Sell |
20,003
-39
| -0.2% | -$1.81K | 0.06% | 158 |
|
|
2019
Q4 | $1.32M | Buy |
20,042
+1,521
| +8% | +$100K | 0.06% | 144 |
|
|
2019
Q3 | $1.1M | Buy |
18,521
+13,817
| +294% | +$818K | 0.05% | 168 |
|
|
2019
Q2 | $264K | Sell |
4,704
-6,158
| -57% | -$346K | 0.01% | 251 |
|
|
2019
Q1 | $567K | Buy |
10,862
+1,106
| +11% | +$57.7K | 0.03% | 285 |
|
|
2018
Q4 | $454K | Buy |
9,756
+5,052
| +107% | +$235K | 0.02% | 299 |
|
|
2018
Q3 | $287K | Buy |
+4,704
| New | +$287K | 0.02% | 263 |
|
|
2018
Q1 | – | Sell |
-4,704
| Closed | -$339K | – | 273 |
|
|
2017
Q4 | $339K | Buy |
+4,704
| New | +$339K | 0.03% | 181 |
|