Wolf Group Capital Advisors’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-21,326
| Closed | -$1.4M | – | 86 |
|
|
2019
Q4 | $1.4M | Sell |
21,326
-1,065
| -5% | -$69.7K | 0.92% | 40 |
|
|
2019
Q3 | $1.33M | Buy |
22,391
+59
| +0.3% | +$3.5K | 0.91% | 40 |
|
|
2019
Q2 | $1.25M | Buy |
22,332
+794
| +4% | +$44.6K | 0.87% | 38 |
|
|
2019
Q1 | $1.13M | Buy |
21,538
+5,918
| +38% | +$309K | 0.77% | 42 |
|
|
2018
Q4 | $722K | Buy |
15,620
+2,782
| +22% | +$129K | 0.54% | 53 |
|
|
2018
Q3 | $784K | Buy |
12,838
+6,161
| +92% | +$376K | 0.51% | 61 |
|
|
2018
Q2 | $417K | Buy |
+6,677
| New | +$417K | 0.27% | 69 |
|