Wealth Enhancement Advisory Services’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
Q2 | $1.93M | Sell |
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2025
Q1 | $1.65M | Buy |
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2024
Q4 | $1.24M | Buy |
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2024
Q3 | $1.02M | Sell |
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2024
Q2 | $977K | Sell |
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2024
Q1 | $1.13M | Sell |
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2023
Q4 | $1.05M | Sell |
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2023
Q3 | $1.01M | Buy |
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2017
Q1 | – | Sell |
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2016
Q4 | $792K | Buy |
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2016
Q2 | – | Sell |
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2016
Q1 | $1.13M | Buy |
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2015
Q4 | $1.02M | Buy |
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2015
Q3 | $937K | Buy |
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2015
Q2 | $805K | Sell |
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2015
Q1 | $820K | Buy |
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2014
Q4 | $665K | Buy |
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