Private Wealth Management Group’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.12K | Sell |
57
-3
| -5% | -$270 | ﹤0.01% | 747 |
|
|
2025
Q1 | $4.66K | Hold |
60
| – | – | ﹤0.01% | 764 |
|
|
2024
Q4 | $4.95K | Sell |
60
-3
| -5% | -$247 | ﹤0.01% | 743 |
|
|
2024
Q3 | $4.36K | Hold |
63
| – | – | ﹤0.01% | 782 |
|
|
2024
Q2 | $4.08K | Hold |
63
| – | – | ﹤0.01% | 783 |
|
|
2024
Q1 | $4.53K | Hold |
63
| – | – | ﹤0.01% | 649 |
|
|
2023
Q4 | $4K | Buy |
+63
| New | +$4K | ﹤0.01% | 707 |
|