Perigon Wealth Management’s SEI Select Small Cap ETF SEIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$911K Buy
35,554
+206
+0.6% +$5.28K 0.02% 499
2025
Q1
$841K Sell
35,348
-7,934
-18% -$189K 0.02% 492
2024
Q4
$1.14M Buy
+43,282
New +$1.14M 0.03% 418