Sequoia Financial Advisors’s SPDR Dow Jones International Real Estate ETF RWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-6,553
| Closed | -$272K | – | 274 |
|
|
2016
Q2 | $272K | Buy |
6,553
+1,700
| +35% | +$70.6K | 0.08% | 186 |
|
|
2016
Q1 | $201K | Sell |
4,853
-2,604
| -35% | -$108K | 0.07% | 183 |
|
|
2015
Q4 | $292K | Sell |
7,457
-86
| -1% | -$3.37K | 0.12% | 131 |
|
|
2015
Q3 | $297K | Buy |
7,543
+2,419
| +47% | +$95.2K | 0.13% | 119 |
|
|
2015
Q2 | $214K | Hold |
5,124
| – | – | 0.09% | 174 |
|
|
2015
Q1 | $222K | Sell |
5,124
-102
| -2% | -$4.42K | 0.1% | 160 |
|
|
2014
Q4 | $217K | Sell |
5,226
-385
| -7% | -$16K | 0.15% | 141 |
|
|
2014
Q3 | $232K | Buy |
5,611
+321
| +6% | +$13.3K | 0.16% | 140 |
|
|
2014
Q2 | $234K | Buy |
+5,290
| New | +$234K | 0.18% | 135 |
|