Sequoia Financial Advisors’s Box BOX Stock Holding History

Sequoia Financial Advisors’s Portfolio BOX Stock Details BOX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$259K	Buy
2019 Q4	–	Sell
2019 Q3	$173K	Hold
2019 Q2	$184K	Hold
2019 Q1	$202K	Buy