PFWA
Paces Ferry Wealth Advisors’s SEI Investments SEIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Buy |
+2,300
| New | +$207K | 0.09% | 117 |
|
|
2025
Q1 | – | Sell |
-2,504
| Closed | -$207K | – | 128 |
|
|
2024
Q4 | $207K | Buy |
+2,504
| New | +$207K | 0.1% | 122 |
|
|
2023
Q2 | – | Sell |
-3,629
| Closed | -$209K | – | 111 |
|
|
2023
Q1 | $209K | Sell |
3,629
-57
| -2% | -$3.28K | 0.17% | 107 |
|
|
2022
Q4 | $215K | Buy |
+3,686
| New | +$215K | 0.21% | 101 |
|
|
2022
Q3 | – | Sell |
-3,808
| Closed | -$206K | – | 101 |
|
|
2022
Q2 | $206K | Sell |
3,808
-13
| -0.3% | -$703 | 0.2% | 100 |
|
|
2022
Q1 | $230K | Buy |
3,821
+3
| +0.1% | +$181 | 0.18% | 106 |
|
|
2021
Q4 | $233K | Sell |
3,818
-209
| -5% | -$12.8K | 0.17% | 102 |
|
|
2021
Q3 | $239K | Sell |
4,027
-48
| -1% | -$2.85K | 0.19% | 104 |
|
|
2021
Q2 | $253K | Sell |
4,075
-62
| -1% | -$3.85K | 0.19% | 104 |
|
|
2021
Q1 | $252K | Sell |
4,137
-20
| -0.5% | -$1.22K | 0.22% | 98 |
|
|
2020
Q4 | $239K | Sell |
4,157
-326
| -7% | -$18.7K | 0.22% | 99 |
|
|
2020
Q3 | $227K | Buy |
+4,483
| New | +$227K | 0.2% | 91 |
|