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
2026 Q1	$1.01M	Sell	13,074 -13,967	-52%	-$1.15M	﹤0.01%	1795
2025 Q4	$2.38M	Buy	27,041 +5,794	+27%	+$476K	﹤0.01%	1419
2025 Q3	$1.8M	Buy	21,247 +473	+2%	+$42K	﹤0.01%	1507
2025 Q2	$1.93M	Sell	20,774 -527	-2%	-$42.5K	﹤0.01%	1367
2025 Q1	$1.65M	Buy	21,301 +6,261	+42%	+$503K	﹤0.01%	1350
2024 Q4	$1.24M	Buy	15,040 +310	+2%	+$24.3K	﹤0.01%	1433
2024 Q3	$1.02M	Sell	14,730 -366	-2%	-$24.4K	﹤0.01%	1381
2024 Q2	$977K	Sell	15,096 -623	-4%	-$41.9K	﹤0.01%	1291
2024 Q1	$1.13M	Sell	15,719 -744	-5%	-$49.4K	﹤0.01%	1186
2023 Q4	$1.05M	Sell	16,463 -355	-2%	-$20.7K	﹤0.01%	1156
2023 Q3	$1.01M	Buy	+16,818	New	+$1.03M	﹤0.01%	1091
2017 Q1	–	Sell	-16,042	Closed	-$792K	–	174
2016 Q4	$792K	Buy	+16,042	New	+$750K	0.1%	103
2016 Q2	–	Sell	-26,289	Closed	-$1.13M	–	124
2016 Q1	$1.13M	Buy	26,289 +6,789	+35%	+$278K	0.23%	88
2015 Q4	$1.02M	Buy	19,500 +614	+3%	+$32K	0.26%	70
2015 Q3	$937K	Buy	18,886 +2,475	+15%	+$126K	0.29%	68
2015 Q2	$805K	Sell	16,411 -2,187	-12%	-$103K	0.25%	69
2015 Q1	$820K	Buy	18,598 +1,989	+12%	+$83.5K	0.32%	60
2014 Q4	$665K	Buy	+16,609	New	+$636K	0.26%	68