Sequoia Financial Advisors’s SPS Commerce SPSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,623
| Closed | -$299K | – | 1441 |
|
|
2024
Q4 | $299K | Buy |
1,623
+39
| +2% | +$7.18K | ﹤0.01% | 1017 |
|
|
2024
Q3 | $308K | Hold |
1,584
| – | – | ﹤0.01% | 955 |
|
|
2024
Q2 | $298K | Buy |
1,584
+26
| +2% | +$4.89K | ﹤0.01% | 892 |
|
|
2024
Q1 | $288K | Sell |
1,558
-16
| -1% | -$2.96K | ﹤0.01% | 874 |
|
|
2023
Q4 | $305K | Buy |
1,574
+108
| +7% | +$20.9K | ﹤0.01% | 922 |
|
|
2023
Q3 | $250K | Buy |
1,466
+35
| +2% | +$5.97K | ﹤0.01% | 763 |
|
|
2023
Q2 | $275K | Buy |
1,431
+91
| +7% | +$17.5K | ﹤0.01% | 731 |
|
|
2023
Q1 | $204K | Buy |
+1,340
| New | +$204K | ﹤0.01% | 757 |
|