Bartlett & Co Wealth Management’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8K | Hold |
131
| – | – | ﹤0.01% | 903 |
|
|
2025
Q1 | $10.2K | Hold |
131
| – | – | ﹤0.01% | 907 |
|
|
2024
Q4 | $10.9K | Hold |
131
| – | – | ﹤0.01% | 904 |
|
|
2024
Q3 | $9.06K | Hold |
131
| – | – | ﹤0.01% | 922 |
|
|
2024
Q2 | $8.47K | Hold |
131
| – | – | ﹤0.01% | 934 |
|
|
2024
Q1 | $9.42K | Hold |
131
| – | – | ﹤0.01% | 914 |
|
|
2023
Q4 | $8.43K | Hold |
131
| – | – | ﹤0.01% | 1028 |
|
|
2023
Q3 | $7.89K | Hold |
131
| – | – | ﹤0.01% | 954 |
|
|
2023
Q2 | $7.81K | Hold |
131
| – | – | ﹤0.01% | 948 |
|
|
2023
Q1 | $7.54K | Hold |
131
| – | – | ﹤0.01% | 846 |
|
|
2022
Q4 | $7.69K | Hold |
131
| – | – | ﹤0.01% | 862 |
|
|
2022
Q3 | $6.43K | Hold |
131
| – | – | ﹤0.01% | 886 |
|
|
2022
Q2 | $7.08K | Hold |
131
| – | – | ﹤0.01% | 946 |
|
|
2022
Q1 | $7.89K | Buy |
+131
| New | +$7.89K | ﹤0.01% | 862 |
|
|
2021
Q4 | – | Sell |
-131
| Closed | -$7.77K | – | 793 |
|
|
2021
Q3 | $7.77K | Sell |
131
-13
| -9% | -$771 | ﹤0.01% | 727 |
|
|
2021
Q2 | $8.92K | Hold |
144
| – | – | ﹤0.01% | 706 |
|
|
2021
Q1 | $8.77K | Hold |
144
| – | – | ﹤0.01% | 747 |
|
|
2020
Q4 | $8.33K | Buy |
+144
| New | +$8.33K | ﹤0.01% | 751 |
|