SWM
DWAQ
Sequoia Wealth Management’s Invesco DWA NASDAQ Momentum ETF DWAQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-19,905
| Closed | -$2.43M | – | 69 |
|
|
2019
Q2 | $2.43M | Buy |
19,905
+116
| +0.6% | +$14.2K | 2.3% | 9 |
|
|
2019
Q1 | $2.17M | Buy |
19,789
+779
| +4% | +$85.6K | 1.76% | 14 |
|
|
2018
Q4 | $1.67M | Sell |
19,010
-470
| -2% | -$41.3K | 1.66% | 15 |
|
|
2018
Q3 | $2.28M | Buy |
19,480
+5,019
| +35% | +$586K | 1.95% | 16 |
|
|
2018
Q2 | $1.6M | Buy |
+14,461
| New | +$1.6M | 1.7% | 14 |
|