Wilbanks Smith & Thomas Asset Management’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $437K | Buy |
6,079
+13
| +0.2% | +$935 | 0.01% | 367 |
|
|
2023
Q4 | $385K | Hold |
6,066
| – | – | 0.01% | 380 |
|
|
2023
Q3 | $365K | Sell |
6,066
-11
| -0.2% | -$663 | 0.01% | 368 |
|
|
2023
Q2 | $362K | Sell |
6,077
-14
| -0.2% | -$835 | 0.01% | 379 |
|
|
2023
Q1 | $351K | Hold |
6,091
| – | – | 0.01% | 374 |
|
|
2022
Q4 | $355K | Hold |
6,091
| – | – | 0.01% | 366 |
|
|
2022
Q3 | $299K | Sell |
6,091
-188
| -3% | -$9.23K | 0.01% | 363 |
|
|
2022
Q2 | $339K | Buy |
6,279
+10
| +0.2% | +$540 | 0.01% | 359 |
|
|
2022
Q1 | $356K | Buy |
+6,269
| New | +$356K | 0.01% | 363 |
|
|
2018
Q4 | – | Sell |
-980
| Closed | -$60K | – | 1141 |
|
|
2018
Q3 | $60K | Buy |
+980
| New | +$60K | ﹤0.01% | 642 |
|