Wealth Group’s SEI Enhanced US Large Cap Momentum Factor ETF SEIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,412
| Closed | -$303K | – | 141 |
|
|
2025
Q1 | $303K | Buy |
8,412
+220
| +3% | +$7.92K | 0.2% | 109 |
|
|
2024
Q4 | $316K | Sell |
8,192
-902
| -10% | -$34.8K | 0.2% | 109 |
|
|
2024
Q3 | $328K | Buy |
9,094
+493
| +6% | +$17.8K | 0.22% | 106 |
|
|
2024
Q2 | $286K | Buy |
8,601
+2,200
| +34% | +$73.2K | 0.21% | 118 |
|
|
2024
Q1 | $206K | Buy |
+6,401
| New | +$206K | 0.16% | 145 |
|