Bartlett & Co Wealth Management’s SEI Investments SEIC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12K	Hold	131	–	–	﹤0.01%	902
2025 Q4	$10.8K	Hold	131	–	–	﹤0.01%	914
2025 Q3	$11.1K	Hold	131	–	–	﹤0.01%	908
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	+$7.79K	﹤0.01%	862
2021 Q4	–	Sell	-131	Closed	-$7.77K	–	792
2021 Q3	$7.77K	Sell	131 -13	-9%	-$793	﹤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	+$7.86K	﹤0.01%	751