Baystate 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
2023 Q4	$3.41K	Hold	53	–	–	﹤0.01%	962
2023 Q3	$3.23K	Hold	53	–	–	﹤0.01%	745
2023 Q2	$3.2K	Hold	53	–	–	﹤0.01%	784
2023 Q1	$3.06K	Buy	53 +1	+2%	+$60	﹤0.01%	770
2022 Q4	$3K	Hold	52	–	–	﹤0.01%	759
2022 Q3	$3K	Hold	52	–	–	﹤0.01%	714
2022 Q2	$3K	Hold	52	–	–	﹤0.01%	733
2022 Q1	$3K	Hold	52	–	–	﹤0.01%	724
2021 Q4	$3K	Hold	52	–	–	﹤0.01%	725
2021 Q3	$3K	Hold	52	–	–	﹤0.01%	657
2021 Q2	$3K	Buy	52 +1	+2%	+$62	﹤0.01%	626
2021 Q1	$3K	Hold	51	–	–	﹤0.01%	570
2020 Q4	$3K	Hold	51	–	–	﹤0.01%	543
2020 Q3	$3K	Hold	51	–	–	﹤0.01%	505
2020 Q2	$3K	Hold	51	–	–	﹤0.01%	511
2020 Q1	$2K	Hold	51	–	–	﹤0.01%	514
2019 Q4	$3K	Hold	51	–	–	﹤0.01%	494
2019 Q3	$3K	Buy	51 +1	+2%	+$58	﹤0.01%	459
2019 Q2	$3K	Hold	50	–	–	﹤0.01%	472
2019 Q1	$3K	Hold	50	–	–	﹤0.01%	478
2018 Q4	$2K	Hold	50	–	–	﹤0.01%	521
2018 Q3	$3K	Hold	50	–	–	﹤0.01%	492
2018 Q2	$3K	Hold	50	–	–	﹤0.01%	511
2018 Q1	$4K	Hold	50	–	–	﹤0.01%	453
2017 Q4	$4K	Hold	50	–	–	﹤0.01%	451
2017 Q3	$3K	Hold	50	–	–	﹤0.01%	464
2017 Q2	$3K	Hold	50	–	–	﹤0.01%	464
2017 Q1	$3K	Buy	+50	New	+$2.52K	﹤0.01%	438