Sequoia Financial Advisors’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Buy |
2,560
+110
| +4% | +$63.5K | 0.01% | 555 |
|
|
2025
Q1 | $1.39M | Sell |
2,450
-280
| -10% | -$158K | 0.01% | 517 |
|
|
2024
Q4 | $1.64M | Buy |
2,730
+412
| +18% | +$247K | 0.02% | 458 |
|
|
2024
Q3 | $1.35M | Buy |
2,318
+302
| +15% | +$176K | 0.01% | 461 |
|
|
2024
Q2 | $971K | Buy |
2,016
+142
| +8% | +$68.4K | 0.01% | 488 |
|
|
2024
Q1 | $1.05M | Sell |
1,874
-2,458
| -57% | -$1.38M | 0.01% | 463 |
|
|
2023
Q4 | $2.45M | Buy |
4,332
+3,049
| +238% | +$1.72M | 0.03% | 314 |
|
|
2023
Q3 | $658K | Buy |
1,283
+506
| +65% | +$260K | 0.01% | 432 |
|
|
2023
Q2 | $365K | Buy |
777
+1
| +0.1% | +$469 | 0.01% | 624 |
|
|
2023
Q1 | $434K | Buy |
776
+23
| +3% | +$12.9K | 0.01% | 506 |
|
|
2022
Q4 | $350K | Buy |
753
+218
| +41% | +$101K | 0.01% | 535 |
|
|
2022
Q3 | $226K | Sell |
535
-28
| -5% | -$11.8K | 0.01% | 461 |
|
|
2022
Q2 | $232K | Buy |
563
+110
| +24% | +$45.3K | 0.01% | 512 |
|
|
2022
Q1 | $228K | Buy |
453
+103
| +29% | +$51.8K | 0.01% | 585 |
|
|
2021
Q4 | $214K | Buy |
+350
| New | +$214K | 0.01% | 536 |
|