WWM
Willingdon Wealth Management’s SEI Investments SEIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-28
| Closed | -$2K | – | 511 |
|
|
2019
Q3 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 366 |
|
|
2019
Q1 | – | Sell |
-329
| Closed | -$15K | – | 393 |
|
|
2018
Q4 | $15K | Sell |
329
-149
| -31% | -$6.79K | ﹤0.01% | 249 |
|
|
2018
Q3 | $29K | Hold |
478
| – | – | 0.01% | 239 |
|
|
2018
Q2 | $30K | Sell |
478
-50
| -9% | -$3.14K | 0.01% | 215 |
|
|
2018
Q1 | $40K | Sell |
528
-299
| -36% | -$22.7K | 0.01% | 170 |
|
|
2017
Q4 | $59K | Sell |
827
-81
| -9% | -$5.78K | 0.02% | 153 |
|
|
2017
Q3 | $55K | Buy |
+908
| New | +$55K | 0.02% | 154 |
|