True Wealth Design’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.13K | Buy |
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|
2025
Q2 | $3.77K | Buy |
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|
2025
Q1 | $2.64K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $3.81K | Sell |
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|
2024
Q2 | $814K | Buy |
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|
2024
Q1 | $899K | Sell |
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|
2023
Q4 | $802K | Sell |
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|
2023
Q3 | $761K | Sell |
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|
2023
Q2 | $770K | Sell |
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|
2023
Q1 | $750K | Sell |
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|
2022
Q4 | $767K | Buy |
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