Pinnacle Wealth Planning Services’s SEI Investments SEIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-60
Closed -$3K 1651
2020
Q4
$3K Buy
+60
New +$3K ﹤0.01% 1850