J.W. Coons Advisors’s SEI Investments SEIC Stock Holding History

J.W. Coons Advisors’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
2025 Q2	$218K	Buy
2021 Q1	–	Sell
2020 Q4	$262K	Sell
2020 Q3	$255K	Sell
2020 Q2	$350K	Sell
2020 Q1	$366K	Buy