SEQUOIA FINANCIAL ADVISORS, LLC – Transaction History
SEQUOIA FINANCIAL ADVISORS, LLC portfolio value:
849,000
portfolio value
SEQUOIA FINANCIAL ADVISORS, LLC quarter portfolio value change:
-6.24%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -6.39% | -215 shares | -118K | 3.14K | |
| Q2 2022 | share | Increase | +12.25% | 367 shares | 10K | 3.36K | |
| Q1 2022 | share | Increase | +25.41% | 607 shares | 129K | 2.99K | |
| Q4 2021 | share | Increase | +107.38% | 1.23K shares | 490K | 2.38K | |
| Q3 2021 | share | Decrease | -45.89% | -977 shares | -277K | 1.15K | |
| Q2 2021 | share | Increase | +1.09% | 23 shares | 25K | 2.12K | |
| Q1 2021 | share | Decrease | -9.46% | -220 shares | -23K | 2.10K | |
| Q4 2020 | share | Increase | +8.90% | 190 shares | 104K | 2.32K | |
| Q3 2020 | share | Decrease | -3.26% | -72 shares | 41K | 2.13K | |
| Q2 2020 | share | Increase | +11.29% | 224 shares | 125K | 2.20K | |
| Q1 2020 | share | Decrease | -1.29% | -26 shares | -85K | 1.98K | |
| Q4 2019 | share | Increase | 0.00% | 2.01K shares | 428K | 2.01K | |
| Q3 2019 | share | Decrease | -100.00% | -2.22K shares | -446K | 0 | |
| Q2 2019 | share | Decrease | -7.00% | -167 shares | 26K | 2.22K | |
| Q1 2019 | share | Increase | +1.06% | 25 shares | 51K | 2.38K | |
| Q4 2018 | share | Increase | 0.00% | 2.36K shares | 369K | 2.36K |