Confluence Wealth Services’s SEI Investments SEIC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-35	Closed	-$2K	–	990
2021 Q4	$2K	Buy	+35	New	+$2K	﹤0.01%	1155