SWM
Sequoia Wealth Management’s AdvisorShares Dorsey Wright ADR ETF AADR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-31,854
| Closed | -$1.65M | – | 57 |
|
|
2019
Q2 | $1.65M | Sell |
31,854
-1,117
| -3% | -$57.9K | 1.56% | 12 |
|
|
2019
Q1 | $1.5M | Buy |
32,971
+1,124
| +4% | +$51.2K | 1.22% | 22 |
|
|
2018
Q4 | $1.28M | Sell |
31,847
-32,300
| -50% | -$1.29M | 1.26% | 21 |
|
|
2018
Q3 | $3.45M | Buy |
64,147
+15,937
| +33% | +$856K | 2.96% | 9 |
|
|
2018
Q2 | $2.53M | Buy |
48,210
+4,821
| +11% | +$253K | 2.69% | 11 |
|
|
2018
Q1 | $2.54M | Buy |
43,389
+5,685
| +15% | +$333K | 2.46% | 12 |
|
|
2017
Q4 | $2.33M | Buy |
+37,704
| New | +$2.33M | 2.1% | 15 |
|