SWM
Sequoia Wealth Management’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $2.01M | Sell |
31,010
-23,756
| -43% | -$1.54M | 15.54% | 1 |
|
|
2019
Q3 | $3.31M | Buy |
54,766
+32,066
| +141% | +$1.94M | 6.75% | 2 |
|
|
2019
Q2 | $1.36M | Sell |
22,700
-29,438
| -56% | -$1.76M | 1.29% | 17 |
|
|
2019
Q1 | $2.96M | Sell |
52,138
-8,078
| -13% | -$459K | 2.4% | 8 |
|
|
2018
Q4 | $3.03M | Sell |
60,216
-750
| -1% | -$37.7K | 3% | 8 |
|
|
2018
Q3 | $3.59M | Buy |
60,966
+1,423
| +2% | +$83.7K | 3.08% | 8 |
|
|
2018
Q2 | $3.27M | Buy |
59,543
+111
| +0.2% | +$6.09K | 3.47% | 8 |
|
|
2018
Q1 | $3.18M | Sell |
59,432
-22,367
| -27% | -$1.19M | 3.07% | 9 |
|
|
2017
Q4 | $4.47M | Buy |
+81,799
| New | +$4.47M | 4.04% | 7 |
|