Portside Wealth Group’s SEI Investments SEIC Stock Holding History

Portside Wealth Group’s Portfolio SEIC Stock Details SEIC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$780K	Buy
2025 Q2	$714K	Buy
2025 Q1	$499K	Buy
2024 Q4	$448K	Buy
2024 Q3	$327K	Buy
2024 Q2	$278K	Buy
2024 Q1	$293K	Buy
2023 Q4	$243K	Buy
2023 Q3	$212K	Buy