SWM
Sequoia Wealth Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $396K | Sell |
2,662
-2,863
| -52% | -$426K | 3.07% | 12 |
|
|
2019
Q3 | $691K | Buy |
5,525
+2,212
| +67% | +$277K | 1.41% | 21 |
|
|
2019
Q2 | $458K | Buy |
3,313
+225
| +7% | +$31.1K | 0.43% | 33 |
|
|
2019
Q1 | $466K | Buy |
3,088
+471
| +18% | +$71.1K | 0.38% | 48 |
|
|
2018
Q4 | $325K | Buy |
+2,617
| New | +$325K | 0.32% | 46 |
|