Endurance Wealth Management’s SEI Investments SEIC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	$60K	Hold	1,000	–	–	0.01%	315
2023 Q1	$58K	Hold	1,000	–	–	0.01%	330
2022 Q4	$58K	Hold	1,000	–	–	0.01%	307
2022 Q3	$49K	Hold	1,000	–	–	0.01%	326
2022 Q2	$54K	Hold	1,000	–	–	0.01%	318
2022 Q1	$60K	Hold	1,000	–	–	0.01%	331
2021 Q4	$61K	Hold	1,000	–	–	0.01%	334
2021 Q3	$59K	Hold	1,000	–	–	0.01%	339
2021 Q2	$61K	Hold	1,000	–	–	0.01%	341
2021 Q1	$61K	Hold	1,000	–	–	0.01%	338
2020 Q4	$57K	Hold	1,000	–	–	0.01%	309
2020 Q3	$51K	Hold	1,000	–	–	0.01%	299
2020 Q2	$55K	Hold	1,000	–	–	0.01%	297
2020 Q1	$46K	Hold	1,000	–	–	0.01%	291
2019 Q4	$65K	Hold	1,000	–	–	0.01%	255
2019 Q3	$59K	Hold	1,000	–	–	0.01%	266
2019 Q2	$56K	Hold	1,000	–	–	0.01%	262
2019 Q1	$52K	Hold	1,000	–	–	0.01%	269
2018 Q4	$46K	Hold	1,000	–	–	0.01%	270
2018 Q3	$61K	Hold	1,000	–	–	0.01%	263
2018 Q2	$63K	Hold	1,000	–	–	0.01%	256
2018 Q1	$75K	Hold	1,000	–	–	0.01%	247
2017 Q4	$72K	Hold	1,000	–	–	0.01%	242
2017 Q3	$61K	Hold	1,000	–	–	0.01%	251
2017 Q2	$54K	Hold	1,000	–	–	0.01%	267
2017 Q1	$50K	Hold	1,000	–	–	0.01%	274
2016 Q4	$49K	Hold	1,000	–	–	0.01%	272
2016 Q3	$45K	Hold	1,000	–	–	0.01%	275
2016 Q2	$48K	Hold	1,000	–	–	0.01%	263
2016 Q1	$43	Hold	1,000	–	–	0.01%	274
2015 Q4	$52K	Hold	1,000	–	–	0.01%	257
2015 Q3	$50K	Hold	1,000	–	–	0.01%	271
2015 Q2	$49K	Buy	+1,000	New	+$49K	0.01%	276