Sequoia Financial Advisors’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.58M | Buy |
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|
2025
Q2 | $1.48M | Buy |
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|
2025
Q1 | $1.39M | Sell |
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|
2024
Q4 | $1.64M | Buy |
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|
2024
Q3 | $1.35M | Buy |
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|
2024
Q2 | $971K | Buy |
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|
2024
Q1 | $1.05M | Sell |
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|
2023
Q4 | $2.45M | Buy |
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|
2023
Q3 | $658K | Buy |
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|
2023
Q2 | $365K | Buy |
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|
2023
Q1 | $434K | Buy |
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|
2022
Q4 | $350K | Buy |
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|
2022
Q3 | $226K | Sell |
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|
2022
Q2 | $232K | Buy |
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|
2022
Q1 | $228K | Buy |
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|
2021
Q4 | $214K | Buy |
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