SEQUOIA FINANCIAL ADVISORS, LLC – Invesco Preferred ETF Transaction History
SEQUOIA FINANCIAL ADVISORS, LLC portfolio value:
$1.15M
portfolio value
SEQUOIA FINANCIAL ADVISORS, LLC quarter portfolio value change:
-3.73%
quarter
Invesco Preferred ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -29.00% | -39.75K shares | -535K | $11.88 | 97.35K |
| Q2 2022 | share | Decrease | -22.69% | -40.23K shares | -715K | $12.34 | 137.10K |
| Q1 2022 | share | Decrease | -58.32% | -248.09K shares | -3.97M | $13.57 | 177.34K |
| Q4 2021 | share | Increase | +410.20% | 342.05K shares | 5.12M | $14.96 | 425.44K |
| Q3 2021 | share | Decrease | -80.35% | -340.90K shares | -5.24M | $14.91 | 83.38K |
| Q2 2021 | share | Increase | +13.64% | 50.92K shares | 900K | $15.02 | 424.28K |
| Q1 2021 | share | Increase | +10.58% | 35.72K shares | 448K | $14.53 | 373.36K |
| Q4 2020 | share | Increase | +16.53% | 47.88K shares | 884K | $14.6 | 337.63K |
| Q3 2020 | share | Increase | +25.72% | 59.28K shares | 1.01M | $13.92 | 289.75K |
| Q2 2020 | share | Increase | +6.12% | 13.29K shares | 396K | $13.17 | 230.47K |
| Q1 2020 | share | Increase | +4.55% | 9.45K shares | -260K | $12.11 | 217.17K |
| Q4 2019 | share | Increase | 0.00% | 207.72K shares | 3.11M | $13.63 | 207.72K |
| Q3 2019 | share | Decrease | -100.00% | -109.84K shares | -1.60M | $13.46 | 0 |
| Q2 2019 | share | Decrease | -7.55% | -8.97K shares | -116K | $12.94 | 109.84K |
| Q1 2019 | share | Decrease | -76.22% | -380.84K shares | -5.00M | $12.65 | 118.82K |
| Q4 2018 | share | Decrease | -5.92% | -31.44K shares | -875K | $11.64 | 499.67K |
| Q3 2018 | share | Increase | +0.49% | 2.58K shares | -89K | $12.19 | 531.11K |
| Q2 2018 | share | Increase | 0.00% | 528.53K shares | 7.69M | $12.22 | 528.53K |