Patriot Financial Group Insurance Agency’s SEI Investments SEIC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-151	Closed	-$9K	–	2246
2021 Q3	$9K	Hold	151	–	–	﹤0.01%	1527
2021 Q2	$9K	Buy	151 +1	+0.7%	+$60	﹤0.01%	1491
2021 Q1	$9K	Hold	150	–	–	﹤0.01%	1395
2020 Q4	$9K	Buy	+150	New	+$9K	﹤0.01%	1268