Winfield Associates’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-10
| Closed | -$1K | – | 551 |
|
|
2017
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 783 |
|
|
2017
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 718 |
|
|
2017
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 811 |
|
|
2017
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 697 |
|
|
2016
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 772 |
|
|
2016
Q3 | $0 | Sell |
10
-15
| -60% | – | ﹤0.01% | 728 |
|
|
2016
Q2 | $1K | Buy |
25
+15
| +150% | +$600 | ﹤0.01% | 640 |
|
|
2016
Q1 | $0 | Buy |
+10
| New | – | ﹤0.01% | 707 |
|