SWM
Sequoia Wealth Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-14,082
| Closed | -$277K | – | 26 |
|
|
2019
Q3 | $277K | Buy |
14,082
+1,217
| +9% | +$23.9K | 0.57% | 45 |
|
|
2019
Q2 | $252K | Sell |
12,865
-1,123
| -8% | -$22K | 0.24% | 46 |
|
|
2019
Q1 | $266K | Sell |
13,988
-10,683
| -43% | -$203K | 0.22% | 63 |
|
|
2018
Q4 | $443K | Sell |
24,671
-1,774
| -7% | -$31.9K | 0.44% | 38 |
|
|
2018
Q3 | $505K | Sell |
26,445
-8,449
| -24% | -$161K | 0.43% | 42 |
|
|
2018
Q2 | $667K | Buy |
34,894
+290
| +0.8% | +$5.54K | 0.71% | 33 |
|
|
2018
Q1 | $674K | Buy |
34,604
+22,953
| +197% | +$447K | 0.65% | 28 |
|
|
2017
Q4 | $234K | Buy |
+11,651
| New | +$234K | 0.21% | 52 |
|