CWA
SEI

CM Wealth Advisors’s Solaris Energy Infrastructure, Inc. SEI Stock Holding History

CM Wealth Advisors’s Portfolio SEI Stock Details SEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-72,419
Closed -$540K – 445
2023
Q1 		$540K Buy
+72,419
New +$540K 0.1% 243