SWM
Sequoia Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $981K | Hold |
10,000
| – | – | 7.6% | 4 |
|
|
2019
Q3 | $940K | Sell |
10,000
-11,983
| -55% | -$1.13M | 1.92% | 14 |
|
|
2019
Q2 | $2.08M | Sell |
21,983
-5,656
| -20% | -$534K | 1.97% | 10 |
|
|
2019
Q1 | $2.58M | Sell |
27,639
-3,296
| -11% | -$308K | 2.09% | 13 |
|
|
2018
Q4 | $2.61M | Buy |
30,935
+4,726
| +18% | +$399K | 2.58% | 10 |
|
|
2018
Q3 | $2.38M | Buy |
26,209
+2,322
| +10% | +$211K | 2.04% | 15 |
|
|
2018
Q2 | $2.03M | Sell |
23,887
-21
| -0.1% | -$1.78K | 2.15% | 12 |
|
|
2018
Q1 | $2.03M | Buy |
23,908
+868
| +4% | +$73.5K | 1.96% | 14 |
|
|
2017
Q4 | $2.1M | Buy |
+23,040
| New | +$2.1M | 1.89% | 16 |
|