Wealth Enhancement Advisory Services’s SEI Investments SEIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Sell |
20,774
-527
| -2% | -$49.1K | ﹤0.01% | 1364 |
|
|
2025
Q1 | $1.65M | Buy |
21,301
+6,261
| +42% | +$486K | ﹤0.01% | 1347 |
|
|
2024
Q4 | $1.24M | Buy |
15,040
+310
| +2% | +$25.6K | ﹤0.01% | 1424 |
|
|
2024
Q3 | $1.02M | Sell |
14,730
-366
| -2% | -$25.3K | ﹤0.01% | 1372 |
|
|
2024
Q2 | $977K | Sell |
15,096
-623
| -4% | -$40.3K | ﹤0.01% | 1290 |
|
|
2024
Q1 | $1.13M | Sell |
15,719
-744
| -5% | -$53.5K | ﹤0.01% | 1186 |
|
|
2023
Q4 | $1.05M | Sell |
16,463
-355
| -2% | -$22.6K | ﹤0.01% | 1156 |
|
|
2023
Q3 | $1.01M | Buy |
+16,818
| New | +$1.01M | ﹤0.01% | 1090 |
|
|
2017
Q1 | – | Sell |
-16,042
| Closed | -$792K | – | 174 |
|
|
2016
Q4 | $792K | Buy |
+16,042
| New | +$792K | 0.1% | 103 |
|
|
2016
Q2 | – | Sell |
-26,289
| Closed | -$1.13M | – | 124 |
|
|
2016
Q1 | $1.13M | Buy |
26,289
+6,789
| +35% | +$292K | 0.23% | 88 |
|
|
2015
Q4 | $1.02M | Buy |
19,500
+614
| +3% | +$32.2K | 0.26% | 70 |
|
|
2015
Q3 | $937K | Buy |
18,886
+2,475
| +15% | +$123K | 0.29% | 68 |
|
|
2015
Q2 | $805K | Sell |
16,411
-2,187
| -12% | -$107K | 0.25% | 69 |
|
|
2015
Q1 | $820K | Buy |
18,598
+1,989
| +12% | +$87.7K | 0.32% | 60 |
|
|
2014
Q4 | $665K | Buy |
+16,609
| New | +$665K | 0.26% | 68 |
|