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

Sequoia Financial Advisors, LLC

$8.06 Billion
Q2 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 4,927 shares of MOTO stock, worth $203,386. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,927

Previous 5,870 16.06%

Holding current value

$203,386

Previous $256,000 15.23%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$33.17 - $38.23 $199,484 - $229,915	6,014 New	6,014 $0
Q2 2022 Jul 22, 2022	SELL	N/A	-6,458 Closed	0 $0
Q1 2022 May 13, 2022	BUY	N/A	6,458 New	6,458 $269,000

Others Institutions Holding MOTO

# of Institutions

Shares Held

24.5K

Call Options Held

Put Options Held

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About GUINNESS ATKINSON FDS SMART TR

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