Marks Group 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
2020 Q2	–	Sell	-78,792	Closed	-$3.65M	–	257
2020 Q1	$3.65M	Buy	78,792 +660	+0.8%	+$30.5K	0.94%	43
2019 Q4	$5.12M	Buy	+78,132	New	+$5.12M	1.01%	14