Sequoia Financial Advisors’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-8,630
| Closed | -$210K | – | 189 |
|
|
2014
Q4 | $210K | Sell |
8,630
-3,515
| -29% | -$85.5K | 0.14% | 144 |
|
|
2014
Q3 | $297K | Sell |
12,145
-5,720
| -32% | -$140K | 0.21% | 113 |
|
|
2014
Q2 | $448K | Sell |
17,865
-3,725
| -17% | -$93.4K | 0.34% | 74 |
|
|
2014
Q1 | $533K | Sell |
21,590
-3,945
| -15% | -$97.4K | 0.44% | 65 |
|
|
2013
Q4 | $629K | Buy |
+25,535
| New | +$629K | 0.52% | 54 |
|