VisionPoint Advisory Group’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-342
| Closed | -$22.1K | – | 679 |
|
|
2024
Q2 | $22.1K | Sell |
342
-151
| -31% | -$9.77K | 0.01% | 376 |
|
|
2024
Q1 | $35.4K | Sell |
493
-21
| -4% | -$1.51K | 0.01% | 316 |
|
|
2023
Q4 | $32.7K | Buy |
514
+1
| +0.2% | +$64 | 0.01% | 307 |
|
|
2023
Q3 | $30.9K | Buy |
513
+206
| +67% | +$12.4K | 0.01% | 298 |
|
|
2023
Q2 | $18.3K | Buy |
+307
| New | +$18.3K | 0.01% | 300 |
|