SWM
Sequoia Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-4,650
| Closed | -$204K | – | 25 |
|
|
2019
Q3 | $204K | Buy |
+4,650
| New | +$204K | 0.42% | 51 |
|
|
2019
Q2 | – | Sell |
-6,028
| Closed | -$269K | – | 59 |
|
|
2019
Q1 | $269K | Buy |
6,028
+243
| +4% | +$10.8K | 0.22% | 62 |
|
|
2018
Q4 | $239K | Buy |
+5,785
| New | +$239K | 0.24% | 53 |
|