SEQUOIA FINANCIAL ADVISORS, LLC – The Charles Schwab Corporation Transaction History
SEQUOIA FINANCIAL ADVISORS, LLC portfolio value:
$681,000
portfolio value
SEQUOIA FINANCIAL ADVISORS, LLC quarter portfolio value change:
+13.75%
quarter
The Charles Schwab Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -32.90% | -4.64K shares | -211K | $71.87 | 9.47K |
| Q2 2022 | share | Increase | +8.07% | 1.05K shares | -209K | $63.18 | 14.11K |
| Q1 2022 | share | Increase | +25.42% | 2.64K shares | 225K | $84.31 | 13.06K |
| Q4 2021 | share | Increase | 0.00% | 10.41K shares | 876K | $84.48 | 10.41K |
| Q3 2021 | share | Decrease | -100.00% | -5.87K shares | -428K | $72.68 | 0 |
| Q2 2021 | share | Increase | +6.60% | 364 shares | 69K | $72.48 | 5.87K |
| Q1 2021 | share | Decrease | -7.13% | -423 shares | 44K | $64.71 | 5.51K |
| Q4 2020 | share | Increase | 0.00% | 5.93K shares | 315K | $52.49 | 5.93K |