Sequoia Financial Advisors’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,995
| Closed | -$214K | – | 554 |
|
|
2022
Q2 | $214K | Hold |
2,995
| – | – | 0.01% | 530 |
|
|
2022
Q1 | $249K | Buy |
2,995
+285
| +11% | +$23.7K | 0.01% | 557 |
|
|
2021
Q4 | $234K | Hold |
2,710
| – | – | 0.01% | 512 |
|
|
2021
Q3 | $217K | Hold |
2,710
| – | – | 0.02% | 239 |
|
|
2021
Q2 | $218K | Hold |
2,710
| – | – | 0.01% | 438 |
|
|
2021
Q1 | $204K | Buy |
+2,710
| New | +$204K | 0.01% | 415 |
|