CWA
SEIC icon

Carolina Wealth Advisors’s SEI Investments SEIC Stock Holding History

Carolina Wealth Advisors’s Portfolio SEIC Stock Details SEIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.86K Hold
43
– – ﹤0.01% 198
2025
Q1 		$3.34K Hold
43
– – ﹤0.01% 215
2024
Q4 		$3.55K Hold
43
– – ﹤0.01% 218
2024
Q3 		$2.98K Buy
+43
New +$2.98K ﹤0.01% 260