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Sequoia Financial Advisors’s PDF Solutions PDFS Stock Holding History

Sequoia Financial Advisors’s Portfolio PDFS Stock Details PDFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-18,932
Closed -$689K – 1324
2024
Q2 		$689K Buy
+18,932
New +$689K 0.01% 583