WCM Investment Management’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-7,654
| Closed | -$466K | – | 208 |
|
|
2021
Q1 | $466K | Buy |
7,654
+748
| +11% | +$45.5K | ﹤0.01% | 175 |
|
|
2020
Q4 | $397K | Buy |
6,906
+190
| +3% | +$10.9K | ﹤0.01% | 180 |
|
|
2020
Q3 | $341K | Hold |
6,716
| – | – | ﹤0.01% | 172 |
|
|
2020
Q2 | $369K | Hold |
6,716
| – | – | ﹤0.01% | 169 |
|
|
2020
Q1 | $311K | Buy |
+6,716
| New | +$311K | ﹤0.01% | 173 |
|