TrueWealth LLC’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $2K | Sell |
30
-15
| -33% | -$1K | ﹤0.01% | 644 |
|
|
2020
Q1 | $2K | Hold |
45
| – | – | ﹤0.01% | 659 |
|
|
2019
Q4 | $3K | Hold |
45
| – | – | ﹤0.01% | 650 |
|
|
2019
Q3 | $3K | Hold |
45
| – | – | ﹤0.01% | 619 |
|
|
2019
Q2 | $3K | Hold |
45
| – | – | ﹤0.01% | 630 |
|
|
2019
Q1 | $2K | Hold |
45
| – | – | ﹤0.01% | 673 |
|
|
2018
Q4 | $2K | Hold |
45
| – | – | ﹤0.01% | 671 |
|
|
2018
Q3 | $3K | Hold |
45
| – | – | ﹤0.01% | 692 |
|
|
2018
Q2 | $3K | Hold |
45
| – | – | ﹤0.01% | 700 |
|
|
2018
Q1 | $3K | Hold |
45
| – | – | ﹤0.01% | 664 |
|
|
2017
Q4 | $3K | Buy |
+45
| New | +$3K | ﹤0.01% | 770 |
|