SEQUOIA FINANCIAL ADVISORS, LLC – Invesco FTSE RAFI US 1000 ETF Transaction History
SEQUOIA FINANCIAL ADVISORS, LLC portfolio value:
$906,000
portfolio value
SEQUOIA FINANCIAL ADVISORS, LLC quarter portfolio value change:
-6.36%
quarter
Invesco FTSE RAFI US 1000 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.15% | 10 shares | -60K | $138.77 | 6.52K |
| Q2 2022 | share | Increase | +8.04% | 485 shares | -64K | $148.2 | 6.51K |
| Q1 2022 | share | Increase | +18.28% | 932 shares | 155K | $170.86 | 6.03K |
| Q4 2021 | share | Increase | 0.00% | 5.09K shares | 875K | $171.6 | 5.09K |
| Q3 2021 | share | Decrease | -100.00% | -5.03K shares | -808K | $158.36 | 0 |
| Q2 2021 | share | 0.00% | 0 shares | 44K | $159.64 | 5.03K | |
| Q1 2021 | share | 0.00% | 0 shares | 93K | $150.5 | 5.03K | |
| Q4 2020 | share | 0.00% | 0 shares | 98K | $131.58 | 5.03K | |
| Q3 2020 | share | Decrease | -7.35% | -400 shares | -16K | $111.9 | 5.03K |
| Q1 2020 | share | Decrease | -1.49% | -90 shares | -215K | $89.86 | 5.94K |
| Q4 2019 | share | Increase | 0.00% | 6.03K shares | 764K | $122.03 | 6.03K |
| Q3 2019 | share | Decrease | -100.00% | -4.06K shares | -474K | $112.83 | 0 |
| Q2 2019 | share | 0.00% | 0 shares | 13K | $111.02 | 4.06K | |
| Q1 2019 | share | Increase | +28.54% | 902 shares | 140K | $107.31 | 4.06K |
| Q4 2018 | share | 0.00% | 0 shares | -54K | $95.77 | 3.16K | |
| Q3 2018 | share | 0.00% | 0 shares | 19K | $111.23 | 3.16K | |
| Q2 2018 | share | Increase | 0.00% | 3.16K shares | 356K | $104.9 | 3.16K |