Sequoia Financial Advisors’s SPDR Dow Jones REIT ETF RWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-2,518
Closed -$233K 321
2017
Q3
$233K Buy
+2,518
New +$233K 0.03% 246
2016
Q3
Sell
-3,170
Closed -$315K 273
2016
Q2
$315K Buy
+3,170
New +$315K 0.09% 164