Sequoia Financial Advisors’s Polaris PII Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$245K	Buy
2020 Q3	–	Sell
2020 Q2	$1.57M	Buy
2020 Q1	$732K	Buy
2019 Q4	$597K	Buy
2019 Q3	$360K	Buy
2019 Q2	$216K	Buy