SEQUOIA FINANCIAL ADVISORS, LLC – Morgan Stanley Transaction History
SEQUOIA FINANCIAL ADVISORS, LLC portfolio value:
$1.09M
portfolio value
SEQUOIA FINANCIAL ADVISORS, LLC quarter portfolio value change:
+3.88%
quarter
Morgan Stanley 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.59% | -926 shares | -53K | $79.01 | 24.88K |
| Q2 2022 | share | Decrease | -13.26% | -3.94K shares | -456K | $76.06 | 25.81K |
| Q1 2022 | share | Decrease | -6.53% | -2.08K shares | -186K | $87.4 | 29.75K |
| Q4 2021 | share | Increase | +175.04% | 20.26K shares | 917K | $98.8 | 31.83K |
| Q3 2021 | share | Decrease | -63.09% | -19.78K shares | -744K | $96.65 | 11.57K |
| Q2 2021 | share | Increase | +7.98% | 2.31K shares | 397K | $90.41 | 31.36K |
| Q1 2021 | share | Increase | +2.43% | 690 shares | 115K | $76.26 | 29.04K |
| Q4 2020 | share | Increase | +292.52% | 21.12K shares | 756K | $66.95 | 28.35K |
| Q3 2020 | share | Increase | +8.32% | 555 shares | 27K | $46.9 | 7.22K |
| Q2 2020 | share | Increase | +3.30% | 213 shares | 103K | $46.52 | 6.66K |
| Q1 2020 | share | Increase | 0.00% | 6.45K shares | 219K | $32.47 | 6.45K |
| Q4 2018 | share | Decrease | -100.00% | -5.36K shares | -250K | $36.56 | 0 |
| Q3 2018 | share | 0.00% | 0 shares | -4K | $42.65 | 5.36K | |
| Q2 2018 | share | Decrease | -11.86% | -722 shares | -75K | $43.16 | 5.36K |
| Q1 2018 | share | Decrease | -94.47% | -104.00K shares | -5.44M | $48.9 | 6.09K |
| Q4 2017 | share | Increase | +4.83% | 5.06K shares | 718K | $47.34 | 110.09K |
| Q3 2017 | share | Increase | +3.20% | 3.25K shares | 524K | $43.24 | 105.02K |
| Q2 2017 | share | Increase | +8.20% | 7.71K shares | 506K | $39.79 | 101.77K |
| Q1 2017 | share | Increase | +8.19% | 7.12K shares | 356K | $38.08 | 94.05K |
| Q4 2016 | share | Increase | +108.69% | 45.28K shares | 2.33M | $37.38 | 86.93K |
| Q3 2016 | share | Increase | 0.00% | 41.65K shares | 1.33M | $28.2 | 41.65K |