GGM Wealth Advisors’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $202K | Hold |
2,600
| – | – | 0.11% | 129 |
|
|
2024
Q4 | $216K | Buy |
+2,600
| New | +$216K | 0.11% | 129 |
|
|
2024
Q1 | – | Sell |
-5,700
| Closed | -$364K | – | 147 |
|
|
2023
Q4 | $364K | Hold |
5,700
| – | – | 0.15% | 98 |
|
|
2023
Q3 | $343K | Hold |
5,700
| – | – | 0.15% | 96 |
|
|
2023
Q2 | $344K | Buy |
+5,700
| New | +$344K | 0.14% | 97 |
|
|
2023
Q1 | – | Sell |
-5,700
| Closed | -$349K | – | 117 |
|
|
2022
Q4 | $349K | Hold |
5,700
| – | – | 0.18% | 90 |
|
|
2022
Q3 | $279K | Hold |
5,700
| – | – | 0.15% | 105 |
|
|
2022
Q2 | $303K | Hold |
5,700
| – | – | 0.17% | 102 |
|
|
2022
Q1 | $336K | Buy |
+5,700
| New | +$336K | 0.17% | 105 |
|