Sequoia Financial Advisors’s Global X Internet of Things ETF SNSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,243
| Closed | -$217K | – | 1395 |
|
|
2024
Q3 | $217K | Buy |
6,243
+72
| +1% | +$2.5K | ﹤0.01% | 1131 |
|
|
2024
Q2 | $222K | Sell |
6,171
-1,263
| -17% | -$45.3K | ﹤0.01% | 1044 |
|
|
2024
Q1 | $269K | Sell |
7,434
-1,613
| -18% | -$58.4K | ﹤0.01% | 908 |
|
|
2023
Q4 | $319K | Buy |
9,047
+558
| +7% | +$19.7K | ﹤0.01% | 899 |
|
|
2023
Q3 | $260K | Sell |
8,489
-250
| -3% | -$7.66K | ﹤0.01% | 741 |
|
|
2023
Q2 | $302K | Buy |
8,739
+745
| +9% | +$25.8K | 0.01% | 696 |
|
|
2023
Q1 | $266K | Buy |
7,994
+542
| +7% | +$18K | 0.01% | 665 |
|
|
2022
Q4 | $215K | Buy |
+7,452
| New | +$215K | 0.01% | 708 |
|
|
2022
Q2 | – | Sell |
-7,544
| Closed | -$251K | – | 670 |
|
|
2022
Q1 | $251K | Buy |
+7,544
| New | +$251K | 0.01% | 554 |
|