Tradition Wealth Management’s SEI Investments SEIC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-82	Closed	-$5K	–	1038
2023 Q4	$5K	Hold	82	–	–	﹤0.01%	1158
2023 Q3	$5K	Hold	82	–	–	﹤0.01%	1195
2023 Q2	$5K	Hold	82	–	–	﹤0.01%	1222
2023 Q1	$5K	Hold	82	–	–	﹤0.01%	1159
2022 Q4	$5K	Hold	82	–	–	﹤0.01%	1057
2022 Q3	$4K	Hold	82	–	–	﹤0.01%	1118
2022 Q2	$4K	Hold	82	–	–	﹤0.01%	1007
2022 Q1	$5K	Hold	82	–	–	﹤0.01%	1046
2021 Q4	$5K	Hold	82	–	–	﹤0.01%	1063
2021 Q3	$5K	Hold	82	–	–	﹤0.01%	1042
2021 Q2	$5K	Buy	+82	New	+$5K	﹤0.01%	1070
2021 Q1	–	Sell	-82	Closed	-$5K	–	993
2020 Q4	$5K	Buy	+82	New	+$5K	﹤0.01%	849