SFA
Sequoia Financial Advisors’s Polaris PII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-16,944
| Closed | -$1.57M | – | 397 |
|
|
2020
Q2 | $1.57M | Buy |
16,944
+1,746
| +11% | +$162K | 0.09% | 111 |
|
|
2020
Q1 | $732K | Buy |
15,198
+9,326
| +159% | +$449K | 0.05% | 147 |
|
|
2019
Q4 | $597K | Buy |
5,872
+1,787
| +44% | +$182K | 0.04% | 196 |
|
|
2019
Q3 | $360K | Buy |
4,085
+1,713
| +72% | +$151K | 0.03% | 249 |
|
|
2019
Q2 | $216K | Buy |
+2,372
| New | +$216K | 0.02% | 338 |
|