Morton Brown Family Wealth’s SEI Investments SEIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-20
Closed -$1.15K 270
2023
Q1
$1.15K Buy
+20
New +$1.15K ﹤0.01% 255