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Veritable’s Sea Limited SE Stock Holding History

Veritable’s Portfolio SE Stock Details SE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-5,121
Closed -$287K – 892
2022
Q3 		$287K Buy
5,121
+930
+22% +$64.7K 0.01% 645
2022
Q2 		$280K Sell
4,191
-177
-4% -$15.1K 0.01% 708
2022
Q1 		$523K Buy
4,368
+3,020
+224% +$426K 0.01% 557
2021
Q4 		$302K Sell
1,348
-23
-2% -$6.87K ﹤0.01% 716
2021
Q3 		$437K Buy
1,371
+44
+3% +$13.5K 0.01% 588
2021
Q2 		$364K Sell
1,327
-359
-21% -$91.1K 0.01% 627
2021
Q1 		$376K Buy
1,686
+376
+29% +$87.3K 0.01% 583
2020
Q4 		$261K Buy
+1,310
New +$233K ﹤0.01% 669

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BlackRock
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Morgan Stanley
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return