SWM
Sequoia Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,137
| Closed | -$351K | – | 30 |
|
|
2019
Q3 | $351K | Buy |
3,137
+212
| +7% | +$23.7K | 0.72% | 36 |
|
|
2019
Q2 | $318K | Sell |
2,925
-212
| -7% | -$23K | 0.3% | 40 |
|
|
2019
Q1 | $336K | Buy |
3,137
+212
| +7% | +$22.7K | 0.27% | 52 |
|
|
2018
Q4 | $305K | Buy |
+2,925
| New | +$305K | 0.3% | 48 |
|