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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$3.86K	Hold
2025 Q1	$3.34K	Hold
2024 Q4	$3.55K	Hold
2024 Q3	$2.98K	Buy