TAYLOR HOFFMAN WEALTH MANAGEMENT – SEI Investments Company Transaction History
TAYLOR HOFFMAN WEALTH MANAGEMENT portfolio value:
$2.63M
portfolio value
TAYLOR HOFFMAN WEALTH MANAGEMENT quarter portfolio value change:
-9.20%
quarter
SEI Investments Company 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.82% | 435 shares | -259K | $49.05 | 53.79K |
| Q2 2022 | share | Decrease | -3.06% | -1.68K shares | -416K | $54.02 | 53.36K |
| Q1 2022 | share | Increase | +2.36% | 1.26K shares | 37K | $60.21 | 55.04K |
| Q4 2021 | share | Increase | +8.16% | 4.05K shares | 306K | $61.33 | 53.77K |
| Q3 2021 | share | Increase | +7.51% | 3.47K shares | 105K | $59.3 | 49.71K |
| Q2 2021 | share | Increase | +22.87% | 8.60K shares | 573K | $61.97 | 46.24K |
| Q1 2021 | share | Increase | +19.13% | 6.04K shares | 477K | $60.57 | 37.63K |
| Q4 2020 | share | Increase | +6.90% | 2.04K shares | 317K | $57.13 | 31.59K |
| Q3 2020 | share | Increase | +548.56% | 24.99K shares | 1.24M | $50.09 | 29.55K |
| Q2 2020 | share | Increase | 0.00% | 4.55K shares | 251K | $54.3 | 4.55K |
| Q1 2020 | share | Decrease | -100.00% | -5.81K shares | -381K | $45.48 | 0 |
| Q4 2019 | share | Increase | +50.84% | 1.96K shares | 152K | $64.27 | 5.81K |
| Q3 2019 | share | Increase | +24.98% | 771 shares | 56K | $57.86 | 3.85K |
| Q2 2019 | share | Increase | 0.00% | 3.08K shares | 173K | $54.77 | 3.08K |