SEQUOIA FINANCIAL ADVISORS, LLC – SPDR Dow Jones Industrial Average ETF Trust Transaction History
SEQUOIA FINANCIAL ADVISORS, LLC portfolio value:
$795,000
portfolio value
SEQUOIA FINANCIAL ADVISORS, LLC quarter portfolio value change:
-6.67%
quarter
SPDR Dow Jones Industrial Average ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.39% | -97 shares | -87K | $287.3 | 2.76K |
| Q2 2022 | share | Increase | +0.39% | 11 shares | -108K | $307.82 | 2.86K |
| Q1 2022 | share | Decrease | -11.34% | -365 shares | -180K | $346.83 | 2.85K |
| Q4 2021 | share | Increase | +302.38% | 2.41K shares | 899K | $364.07 | 3.21K |
| Q3 2021 | share | Decrease | -69.11% | -1.79K shares | -623K | $337.51 | 800 |
| Q2 2021 | share | Increase | +27.34% | 556 shares | 222K | $342.63 | 2.59K |
| Q1 2021 | share | 0.00% | 0 shares | 50K | $326.69 | 2.03K | |
| Q4 2020 | share | 0.00% | 0 shares | 58K | $301.24 | 2.03K | |
| Q3 2020 | share | Decrease | -1.45% | -30 shares | 32K | $272.12 | 2.03K |
| Q2 2020 | share | Increase | +1.72% | 35 shares | 87K | $251.52 | 2.06K |
| Q1 2020 | share | Decrease | -3.38% | -71 shares | -154K | $212.68 | 2.02K |
| Q4 2019 | share | Increase | +90.91% | 1K shares | 303K | $274.83 | 2.1K |
| Q3 2019 | share | 0.00% | 0 shares | 4K | $258.05 | 1.1K | |
| Q2 2019 | share | 0.00% | 0 shares | 7K | $254.04 | 1.1K | |
| Q1 2019 | share | Decrease | -70.25% | -2.59K shares | -577K | $246.27 | 1.1K |
| Q4 2018 | share | Increase | +15.20% | 488 shares | 13K | $220.41 | 3.69K |
| Q3 2018 | share | Increase | +0.34% | 11 shares | 73K | $248.47 | 3.21K |
| Q2 2018 | share | Increase | +0.38% | 12 shares | 7K | $226.88 | 3.19K |
| Q1 2018 | share | Decrease | -2.39% | -78 shares | -39K | $224.54 | 3.18K |
| Q4 2017 | share | Increase | +0.34% | 11 shares | 80K | $228.97 | 3.26K |
| Q3 2017 | share | Decrease | -11.79% | -435 shares | -59K | $206.04 | 3.25K |
| Q2 2017 | share | Increase | +0.44% | 16 shares | 29K | $195.2 | 3.68K |
| Q1 2017 | share | Decrease | -13.72% | -584 shares | -83K | $187.82 | 3.67K |
| Q4 2016 | share | Decrease | -20.07% | -1.06K shares | -133K | $178.77 | 4.25K |
| Q3 2016 | share | Increase | +13.08% | 616 shares | 131K | $164.45 | 5.32K |
| Q2 2016 | share | Increase | +96.66% | 2.31K shares | 420K | $160.05 | 4.71K |
| Q1 2016 | share | Increase | +0.63% | 15 shares | 9K | $156.96 | 2.39K |