TRUE Private Wealth Advisors’s SEI Investments SEIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-36
Closed -$2K 621
2019
Q2
$2K Buy
+36
New +$2K ﹤0.01% 727
2018
Q4
Sell
-236
Closed -$14.4K 788
2018
Q3
$14.4K Buy
+236
New +$14.4K ﹤0.01% 669