Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2019

Oct 22, 2019

SELL
N/A
-68,721 Closed
0 $0
Q2 2019

Jul 31, 2019

SELL
N/A
-14 Reduced 0.02%
68,721 $76,000
Q1 2019

May 13, 2019

BUY
N/A
35 Added 0.05%
68,735 $90,000
Q4 2018

Feb 14, 2019

SELL
N/A
-3,750 Reduced 5.18%
68,700 $63,000
Q3 2018

Nov 14, 2018

BUY
N/A
29,550 Added 68.88%
72,450 $170,000
Q2 2018

Aug 14, 2018

SELL
N/A
-6,083 Reduced 12.42%
42,900 $88,000
Q2 2017

Aug 09, 2017

BUY
N/A
48,983
48,983 $154,000
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.