Dougherty Wealth Advisers’s SEI Investments SEIC Stock Holding History

Dougherty Wealth Advisers’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
2020 Q4	–	Sell
2020 Q3	$20K	Sell
2020 Q2	$45K	Hold
2020 Q1	$38K	Sell
2019 Q4	$71K	Hold
2019 Q3	$64K	Hold
2019 Q2	$61K	Hold
2019 Q1	$57K	Hold
2018 Q4	$54K	Buy