SWM

Sequoia Wealth Management’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-758	Closed	-$200K	–	63
2018 Q3	$200K	Buy	+758	New	+$200K	0.17%	59
2018 Q2	–	Sell	-981	Closed	-$237K	–	55
2018 Q1	$237K	Hold	981	–	–	0.23%	50
2017 Q4	$247K	Buy	+981	New	+$247K	0.22%	48