Paces Ferry Wealth Advisors’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $207K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $209K | Sell |
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|
2022
Q4 | $215K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $206K | Sell |
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|
2022
Q1 | $230K | Buy |
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|
2021
Q4 | $233K | Sell |
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|
2021
Q3 | $239K | Sell |
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|
2021
Q2 | $253K | Sell |
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|
2021
Q1 | $252K | Sell |
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|
2020
Q4 | $239K | Sell |
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|
2020
Q3 | $227K | Buy |
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