Valeo Financial Advisors’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 |
-44
| Closed | -$2K | – | 1990 |
|
|
2020
Q2 | $2K | Buy |
+44
| New | +$2K | ﹤0.01% | 1711 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 1645 |
|
|
2019
Q2 | – | Sell |
-145
| Closed | -$8K | – | 1640 |
|
|
2019
Q1 | $8K | Hold |
145
| – | – | ﹤0.01% | 1031 |
|
|
2018
Q4 | $7K | Sell |
145
-54
| -27% | -$2.61K | ﹤0.01% | 980 |
|
|
2018
Q3 | $11K | Hold |
199
| – | – | ﹤0.01% | 936 |
|
|
2018
Q2 | $12K | Hold |
199
| – | – | ﹤0.01% | 901 |
|
|
2018
Q1 | $15K | Hold |
199
| – | – | ﹤0.01% | 816 |
|
|
2017
Q4 | $14K | Buy |
+199
| New | +$14K | ﹤0.01% | 758 |
|