USCA RIA’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-29,159
| Closed | -$1.6M | – | 502 |
|
|
2020
Q2 | $1.6M | Buy |
29,159
+1,033
| +4% | +$56.8K | 0.14% | 148 |
|
|
2020
Q1 | $1.3M | Buy |
+28,126
| New | +$1.3M | 0.15% | 150 |
|
|
2019
Q1 | – | Sell |
-55,661
| Closed | -$2.57M | – | 455 |
|
|
2018
Q4 | $2.57M | Buy |
55,661
+11,133
| +25% | +$514K | 0.34% | 99 |
|
|
2018
Q3 | $2.72M | Buy |
+44,528
| New | +$2.72M | 0.28% | 117 |
|