Wealthspire Advisors (Maryland)’s SEI Investments SEIC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-3,010	Closed	-$157K	–	1726
2019 Q1	$157K	Sell	3,010 -263	-8%	-$13.2K	0.01%	495
2018 Q4	$151K	Sell	3,273 -712	-18%	-$37.5K	0.01%	473
2018 Q3	$243K	Sell	3,985 -206	-5%	-$12.8K	0.02%	410
2018 Q2	$262K	Sell	4,191 -28	-0.7%	-$1.86K	0.02%	395
2018 Q1	$316K	Sell	4,219 -795	-16%	-$59.2K	0.03%	348
2017 Q4	$360K	Sell	5,014 -342	-6%	-$22.9K	0.04%	330
2017 Q3	$327K	Buy	5,356 +21	+0.4%	+$1.19K	0.04%	340
2017 Q2	$287K	Sell	5,335 -148	-3%	-$7.63K	0.03%	351
2017 Q1	$277K	Sell	5,483 -847	-13%	-$42.8K	0.04%	302
2016 Q4	$312K	Buy	6,330 +276	+5%	+$12.9K	0.05%	262
2016 Q3	$276K	Buy	6,054 +20	+0.3%	+$938	0.04%	296
2016 Q2	$290K	Sell	6,034 -54	-0.9%	-$2.6K	0.05%	261
2016 Q1	$262K	Sell	6,088 -489	-7%	-$20.1K	0.05%	285
2015 Q4	$345K	Buy	+6,577	New	+$342K	0.06%	227