Impact Partnership Wealth’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 | $385K | Buy |
4,280
+598
| +16% | +$53.7K | 0.07% | 181 |
|
|
2025
Q1 | $286K | Buy |
+3,682
| New | +$286K | 0.06% | 179 |
|
|
2024
Q2 | – | Sell |
-1,477
| Closed | -$106K | – | 607 |
|
|
2024
Q1 | $106K | Sell |
1,477
-43
| -3% | -$3.09K | 0.04% | 251 |
|
|
2023
Q4 | $96.6K | Sell |
1,520
-617
| -29% | -$39.2K | 0.04% | 255 |
|
|
2023
Q3 | $129K | Buy |
+2,137
| New | +$129K | 0.04% | 267 |
|