Personal Wealth Partners’s SEI Investments SEIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-8
Closed -$1K 514
2019
Q4
$1K Hold
8
﹤0.01% 468
2019
Q3
$0 Buy
+8
New ﹤0.01% 669