WFG Advisors’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $3K | Buy |
+54
| New | +$3K | ﹤0.01% | 1373 |
|
|
2017
Q1 | – | Sell |
-55
| Closed | -$3K | – | 1640 |
|
|
2016
Q4 | $3K | Buy |
+55
| New | +$3K | ﹤0.01% | 1363 |
|
|
2015
Q1 | – | Sell |
-171
| Closed | -$7K | – | 2022 |
|
|
2014
Q4 | $7K | Hold |
171
| – | – | ﹤0.01% | 1558 |
|
|
2014
Q3 | $6K | Hold |
171
| – | – | ﹤0.01% | 1611 |
|
|
2014
Q2 | $6K | Hold |
171
| – | – | ﹤0.01% | 1607 |
|
|
2014
Q1 | $6K | Buy |
171
+1
| +0.6% | +$35 | ﹤0.01% | 1588 |
|
|
2013
Q4 | $6K | Hold |
170
| – | – | ﹤0.01% | 1720 |
|
|
2013
Q3 | $5K | Hold |
170
| – | – | ﹤0.01% | 1747 |
|
|
2013
Q2 | $5K | Buy |
+170
| New | +$5K | ﹤0.01% | 1674 |
|