TwinBeech Capital’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-6,881
| Closed | -$445K | – | 865 |
|
2024
Q2 | $445K | Buy |
+6,881
| New | +$445K | 0.01% | 459 |
|
2024
Q1 | – | Sell |
-11,023
| Closed | -$701K | – | 816 |
|
2023
Q4 | $701K | Buy |
+11,023
| New | +$701K | 0.01% | 522 |
|
2023
Q2 | – | Sell |
-101,577
| Closed | -$5.85M | – | 828 |
|
2023
Q1 | $5.85M | Buy |
+101,577
| New | +$5.85M | 0.12% | 216 |
|
2021
Q2 | – | Sell |
-8,283
| Closed | -$505K | – | 625 |
|
2021
Q1 | $505K | Buy |
+8,283
| New | +$505K | 0.07% | 300 |
|