WealthTrust-Arizona’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $9K | Sell |
200
-9
| -4% | -$405 | 0.01% | 392 |
|
|
2018
Q3 | $13K | Hold |
209
| – | – | 0.01% | 372 |
|
|
2018
Q2 | $13K | Sell |
209
-13
| -6% | -$809 | 0.01% | 351 |
|
|
2018
Q1 | $17K | Hold |
222
| – | – | 0.01% | 317 |
|
|
2017
Q4 | $16K | Hold |
222
| – | – | 0.01% | 331 |
|
|
2017
Q3 | $14K | Hold |
222
| – | – | 0.01% | 342 |
|
|
2017
Q2 | $12K | Hold |
222
| – | – | 0.01% | 363 |
|
|
2017
Q1 | $11K | Hold |
222
| – | – | 0.01% | 373 |
|
|
2016
Q4 | $11K | Hold |
222
| – | – | 0.01% | 363 |
|
|
2016
Q3 | $10K | Hold |
222
| – | – | 0.01% | 367 |
|
|
2016
Q2 | $11K | Hold |
222
| – | – | 0.01% | 338 |
|
|
2016
Q1 | $10K | Sell |
222
-175
| -44% | -$7.88K | 0.01% | 348 |
|
|
2015
Q4 | $21K | Sell |
397
-40
| -9% | -$2.12K | 0.01% | 249 |
|
|
2015
Q3 | $21K | Sell |
437
-8
| -2% | -$384 | 0.01% | 254 |
|
|
2015
Q2 | $22K | Sell |
445
-1
| -0.2% | -$49 | 0.01% | 267 |
|
|
2015
Q1 | $20K | Sell |
446
-26
| -6% | -$1.17K | 0.01% | 284 |
|
|
2014
Q4 | $19K | Hold |
472
| – | – | 0.02% | 294 |
|
|
2014
Q3 | $17K | Hold |
472
| – | – | 0.02% | 311 |
|
|
2014
Q2 | $15K | Hold |
472
| – | – | 0.02% | 347 |
|
|
2014
Q1 | $16K | Hold |
472
| – | – | 0.02% | 341 |
|
|
2013
Q4 | $16K | Hold |
472
| – | – | 0.02% | 315 |
|
|
2013
Q3 | $15K | Hold |
472
| – | – | 0.02% | 291 |
|
|
2013
Q2 | $13K | Buy |
+472
| New | +$13K | 0.02% | 291 |
|