SWM
Sequoia Wealth Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-135,509
| Closed | -$12.6M | – | 58 |
|
|
2019
Q2 | $12.6M | Buy |
135,509
+7,923
| +6% | +$735K | 11.9% | 2 |
|
|
2019
Q1 | $11.4M | Buy |
127,586
+6,263
| +5% | +$560K | 9.26% | 2 |
|
|
2018
Q4 | $9.86M | Buy |
121,323
+4,079
| +3% | +$331K | 9.76% | 2 |
|
|
2018
Q3 | $10.3M | Buy |
117,244
+3,331
| +3% | +$293K | 8.84% | 3 |
|
|
2018
Q2 | $9.45M | Buy |
113,913
+5,830
| +5% | +$483K | 10.02% | 3 |
|
|
2018
Q1 | $9.06M | Buy |
108,083
+4,960
| +5% | +$416K | 8.75% | 3 |
|
|
2017
Q4 | $8.82M | Buy |
+103,123
| New | +$8.82M | 7.96% | 4 |
|