Wealthspire Advisors (Maryland)’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,010
| Closed | -$157K | – | 1764 |
|
|
2019
Q1 | $157K | Sell |
3,010
-263
| -8% | -$13.7K | 0.01% | 495 |
|
|
2018
Q4 | $151K | Sell |
3,273
-712
| -18% | -$32.8K | 0.01% | 473 |
|
|
2018
Q3 | $243K | Sell |
3,985
-206
| -5% | -$12.6K | 0.02% | 408 |
|
|
2018
Q2 | $262K | Sell |
4,191
-28
| -0.7% | -$1.75K | 0.02% | 395 |
|
|
2018
Q1 | $316K | Sell |
4,219
-795
| -16% | -$59.5K | 0.03% | 348 |
|
|
2017
Q4 | $360K | Sell |
5,014
-342
| -6% | -$24.6K | 0.04% | 330 |
|
|
2017
Q3 | $327K | Buy |
5,356
+21
| +0.4% | +$1.28K | 0.04% | 340 |
|
|
2017
Q2 | $287K | Sell |
5,335
-148
| -3% | -$7.96K | 0.03% | 351 |
|
|
2017
Q1 | $277K | Sell |
5,483
-847
| -13% | -$42.8K | 0.04% | 302 |
|
|
2016
Q4 | $312K | Buy |
6,330
+276
| +5% | +$13.6K | 0.05% | 262 |
|
|
2016
Q3 | $276K | Buy |
6,054
+20
| +0.3% | +$912 | 0.04% | 296 |
|
|
2016
Q2 | $290K | Sell |
6,034
-54
| -0.9% | -$2.6K | 0.05% | 261 |
|
|
2016
Q1 | $262K | Sell |
6,088
-489
| -7% | -$21K | 0.05% | 285 |
|
|
2015
Q4 | $345K | Buy |
+6,577
| New | +$345K | 0.06% | 227 |
|