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

Sequoia Financial Advisors, LLC

$11.5 Billion
Q4 2024

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

7

Shares Held

29K

Call Options Held

0

Put Options Held

0

About GUINNESS ATKINSON FDS SMART TR

Ticker MOTO
Sector ETFs
Industry ETFs

More about MOTO

Track This Portfolio

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.