Hemington 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
2025
Q2
$17K Buy
196
+46
+31% +$3.99K ﹤0.01% 685
2025
Q1
$11K Buy
150
+36
+32% +$2.64K ﹤0.01% 794
2024
Q4
$9K Buy
114
+35
+44% +$2.76K ﹤0.01% 815
2024
Q3
$5K Buy
+79
New +$5K ﹤0.01% 962