Avidian Wealth Enterprises’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	-11,046	Closed	-$723K	–	245
2019 Q4	$723K	Sell	11,046 -7,449	-40%	-$488K	0.1%	83
2019 Q3	$1.1M	Buy	+18,495	New	+$1.1M	0.18%	50