Sequoia Financial Advisors’s SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-5,040
Closed -$325K 328
2017
Q4
$325K Hold
5,040
0.03% 215
2017
Q3
$316K Hold
5,040
0.04% 206
2017
Q2
$309K Buy
+5,040
New +$309K 0.04% 204