Veritable’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $268K | Buy |
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|
2023
Q1 | $253K | Sell |
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|
2022
Q4 | $260K | Sell |
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|
2022
Q3 | $236K | Sell |
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|
2022
Q2 | $299K | Buy |
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|
2022
Q1 | $311K | Buy |
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|
2021
Q4 | $294K | Buy |
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|
2021
Q3 | $285K | Sell |
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|
2021
Q2 | $317K | Buy |
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|
2021
Q1 | $291K | Sell |
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|
2020
Q4 | $278K | Buy |
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|
2020
Q3 | $236K | Hold |
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|
2020
Q2 | $256K | Sell |
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|
2020
Q1 | $252K | Sell |
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|
2019
Q4 | $360K | Hold |
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|
2019
Q3 | $326K | Buy |
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|
2019
Q2 | $308K | Sell |
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|
2019
Q1 | $290K | Buy |
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|
2018
Q4 | $253K | Buy |
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|
2018
Q3 | $308K | Sell |
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|
2018
Q2 | $316K | Hold |
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|
2018
Q1 | $379K | Buy |
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|
2017
Q4 | $349K | Buy |
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|
2017
Q3 | $233K | Hold |
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|
2017
Q2 | $205K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $273K | Sell |
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|
2015
Q1 | $253K | Hold |
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|
2014
Q4 | $230K | Hold |
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|
2014
Q3 | $208K | Buy |
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