Vigilant Capital Management’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-67
| Closed | -$4K | – | 499 |
|
|
2022
Q4 | $4K | Hold |
67
| – | – | ﹤0.01% | 464 |
|
|
2022
Q3 | $3K | Sell |
67
-18
| -21% | -$806 | ﹤0.01% | 550 |
|
|
2022
Q2 | $5K | Sell |
85
-8
| -9% | -$471 | ﹤0.01% | 530 |
|
|
2022
Q1 | $6K | Hold |
93
| – | – | ﹤0.01% | 514 |
|
|
2021
Q4 | $6K | Hold |
93
| – | – | ﹤0.01% | 561 |
|
|
2021
Q3 | $6K | Buy |
+93
| New | +$6K | ﹤0.01% | 624 |
|
|
2018
Q2 | – | Sell |
-163
| Closed | -$12K | – | 515 |
|
|
2018
Q1 | $12K | Buy |
+163
| New | +$12K | ﹤0.01% | 347 |
|