Wealthcare Advisory Partners’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 |
-537
| Closed | -$33K | – | 1635 |
|
|
2021
Q1 | $33K | Buy |
+537
| New | +$33K | ﹤0.01% | 1025 |
|
|
2018
Q4 | – | Sell |
-236
| Closed | -$14K | – | 1271 |
|
|
2018
Q3 | $14K | Hold |
236
| – | – | ﹤0.01% | 763 |
|
|
2018
Q2 | $15K | Hold |
236
| – | – | ﹤0.01% | 740 |
|
|
2018
Q1 | $18K | Hold |
236
| – | – | ﹤0.01% | 610 |
|
|
2017
Q4 | $17K | Buy |
+236
| New | +$17K | ﹤0.01% | 573 |
|