Sequoia Financial Advisors’s SmartETFs Smart Transportation & Technology ETF MOTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,986
| Closed | -$217K | – | 1377 |
|
|
2024
Q3 | $217K | Buy |
4,986
+59
| +1% | +$2.57K | ﹤0.01% | 1130 |
|
|
2024
Q2 | $218K | Sell |
4,927
-943
| -16% | -$41.7K | ﹤0.01% | 1054 |
|
|
2024
Q1 | $257K | Sell |
5,870
-1,332
| -18% | -$58.3K | ﹤0.01% | 927 |
|
|
2023
Q4 | $301K | Buy |
7,202
+409
| +6% | +$17.1K | ﹤0.01% | 927 |
|
|
2023
Q3 | $272K | Sell |
6,793
-210
| -3% | -$8.4K | ﹤0.01% | 725 |
|
|
2023
Q2 | $306K | Buy |
7,003
+526
| +8% | +$23K | 0.01% | 690 |
|
|
2023
Q1 | $261K | Buy |
6,477
+463
| +8% | +$18.7K | 0.01% | 674 |
|
|
2022
Q4 | $204K | Buy |
+6,014
| New | +$204K | 0.01% | 727 |
|
|
2022
Q2 | – | Sell |
-6,458
| Closed | -$269K | – | 650 |
|
|
2022
Q1 | $269K | Buy |
+6,458
| New | +$269K | 0.01% | 531 |
|