TWA

TCI Wealth Advisors’s SEI Investments SEIC Stock Holding History

TCI Wealth Advisors’s Portfolio SEIC Stock Details SEIC Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-50	Closed	-$2.88K	–	1886
2023 Q1	$2.88K	Hold	50	–	–	﹤0.01%	1869
2022 Q4	$2.92K	Buy	50 +1	+2%	+$58	﹤0.01%	1875
2022 Q3	$2K	Buy	49 +8	+20%	+$327	﹤0.01%	1986
2022 Q2	$2K	Hold	41	–	–	﹤0.01%	2042
2022 Q1	$2K	Hold	41	–	–	﹤0.01%	2023
2021 Q4	$2K	Hold	41	–	–	﹤0.01%	2117
2021 Q3	$2K	Hold	41	–	–	﹤0.01%	2159
2021 Q2	$3K	Hold	41	–	–	﹤0.01%	1827
2021 Q1	$2K	Hold	41	–	–	﹤0.01%	1863
2020 Q4	$2K	Hold	41	–	–	﹤0.01%	1243
2020 Q3	$2K	Hold	41	–	–	﹤0.01%	1157
2020 Q2	$2K	Sell	41 -60	-59%	-$2.93K	﹤0.01%	1111
2020 Q1	$5K	Hold	101	–	–	﹤0.01%	721
2019 Q4	$7K	Hold	101	–	–	﹤0.01%	783
2019 Q3	$6K	Hold	101	–	–	﹤0.01%	768
2019 Q2	$6K	Buy	101 +12	+13%	+$713	﹤0.01%	731
2019 Q1	$5K	Hold	89	–	–	﹤0.01%	801
2018 Q4	$4K	Sell	89 -5	-5%	-$225	﹤0.01%	837
2018 Q3	$6K	Hold	94	–	–	﹤0.01%	750
2018 Q2	$6K	Buy	94 +5	+6%	+$319	﹤0.01%	750
2018 Q1	$7K	Hold	89	–	–	﹤0.01%	684
2017 Q4	$6K	Hold	89	–	–	﹤0.01%	748
2017 Q3	$5K	Hold	89	–	–	﹤0.01%	741
2017 Q2	$5K	Hold	89	–	–	﹤0.01%	763
2017 Q1	$4K	Hold	89	–	–	﹤0.01%	784
2016 Q4	$4K	Hold	89	–	–	﹤0.01%	845
2016 Q3	$4K	Hold	89	–	–	﹤0.01%	800
2016 Q2	$4K	Hold	89	–	–	﹤0.01%	789
2016 Q1	$4K	Hold	89	–	–	﹤0.01%	784
2015 Q4	$5K	Hold	89	–	–	﹤0.01%	722
2015 Q3	$4K	Hold	89	–	–	﹤0.01%	681
2015 Q2	$4K	Hold	89	–	–	﹤0.01%	697
2015 Q1	$4K	Hold	89	–	–	﹤0.01%	625
2014 Q4	$4K	Hold	89	–	–	﹤0.01%	615
2014 Q3	$3K	Hold	89	–	–	﹤0.01%	678
2014 Q2	$3K	Hold	89	–	–	﹤0.01%	704
2014 Q1	$3K	Hold	89	–	–	﹤0.01%	666
2013 Q4	$3K	Hold	89	–	–	﹤0.01%	671
2013 Q3	$3K	Hold	89	–	–	﹤0.01%	595
2013 Q2	$3K	Buy	+89	New	+$3K	﹤0.01%	546