Sequoia Wealth Management’s Xtrackers Russell US Multifactor ETF DEUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-8,732
Closed -$293K 62
2018
Q3
$293K Sell
8,732
-8,101
-48% -$272K 0.25% 48
2018
Q2
$540K Sell
16,833
-384
-2% -$12.3K 0.57% 38
2018
Q1
$548K Sell
17,217
-21,597
-56% -$687K 0.53% 34
2017
Q4
$1.27M Buy
+38,814
New +$1.27M 1.15% 21