Sequoia Financial Advisors, LLC Guinness Atkinson Fds Smart Tr Transaction History

Sequoia Financial Advisors, LLC

  • $8.93 Billion
  • Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Guinness Atkinson Fds Smart Tr stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 4,986 shares of MOTO stock, worth $212,303. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,986
Previous 4,927 1.2%
Holding current value
$212,303
Previous $217,000 0.46%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$39.37 - $46.49 $2,322 - $2,742
59 Added 1.2%
4,986 $216,000
Q2 2024

Jul 15, 2024
SELL
$40.41 - $45.59 $38,106 - $42,991
-943 Reduced 16.06%
4,927 $217,000
Q1 2024

Apr 30, 2024
SELL
$38.12 - $43.87 $50,775 - $58,434
-1,332 Reduced 18.49%
5,870 $256,000
Q4 2023

Jan 25, 2024
BUY
$35.62 - $42.06 $14,568 - $17,202
409 Added 6.02%
7,202 $301,000
Q3 2023

Nov 08, 2023
SELL
$39.42 - $45.29 $8,278 - $9,510
-210 Reduced 3.0%
6,793 $271,000
Q2 2023

Aug 08, 2023
BUY
$37.87 - $43.95 $19,919 - $23,117
526 Added 8.12%
7,003 $305,000
Q1 2023

Apr 24, 2023
BUY
$33.95 - $40.53 $15,718 - $18,765
463 Added 7.7%
6,477 $261,000
Q4 2022

Jan 17, 2023
BUY
$30.95 - $38.23 $186,133 - $229,915
6,014 New
6,014 $0
Q2 2022

Jul 22, 2022
SELL
$34.43 - $41.82 $222,348 - $270,073
-6,458 Closed
0 $0
Q1 2022

May 13, 2022
BUY
$37.34 - $48.68 $241,141 - $314,375
6,458 New
6,458 $269,000

Others Institutions Holding MOTO

# of Institutions
8
Shares Held
63K
Call Options Held
0
Put Options Held
0
View Full List

About GUINNESS ATKINSON FDS SMART TR

MOTO Quotes by TradingView
  • Ticker MOTO
  • Sector ETFs
  • Industry ETFs
More about MOTO
Track This Portfolio

Track Sequoia Financial Advisors, LLC Portfolio

Follow Sequoia Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email