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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.1K | Hold |
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|
2025
Q2 | $11.8K | Hold |
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|
2025
Q1 | $10.2K | Hold |
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|
2024
Q4 | $10.9K | Hold |
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|
2024
Q3 | $9.06K | Hold |
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|
2024
Q2 | $8.47K | Hold |
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|
2024
Q1 | $9.42K | Hold |
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|
2023
Q4 | $8.43K | Hold |
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|
2023
Q3 | $7.89K | Hold |
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|
2023
Q2 | $7.81K | Hold |
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|
2023
Q1 | $7.54K | Hold |
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|
2022
Q4 | $7.69K | Hold |
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|
2022
Q3 | $6.43K | Hold |
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|
2022
Q2 | $7.08K | Hold |
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|
2022
Q1 | $7.89K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $7.77K | Sell |
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|
2021
Q2 | $8.92K | Hold |
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|
2021
Q1 | $8.77K | Hold |
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|
2020
Q4 | $8.33K | Buy |
|