SWM
Sequoia Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-6,627
| Closed | -$324K | – | 32 |
|
|
2019
Q3 | $324K | Buy |
+6,627
| New | +$324K | 0.66% | 38 |
|
|
2019
Q2 | – | Sell |
-10,491
| Closed | -$544K | – | 65 |
|
|
2019
Q1 | $544K | Buy |
+10,491
| New | +$544K | 0.44% | 39 |
|
|
2018
Q4 | – | Sell |
-58,683
| Closed | -$3.04M | – | 66 |
|
|
2018
Q3 | $3.04M | Buy |
58,683
+49,640
| +549% | +$2.57M | 2.61% | 11 |
|
|
2018
Q2 | $442K | Buy |
9,043
+2,408
| +36% | +$118K | 0.47% | 41 |
|
|
2018
Q1 | $386K | Sell |
6,635
-45,499
| -87% | -$2.65M | 0.37% | 38 |
|
|
2017
Q4 | $3.09M | Buy |
+52,134
| New | +$3.09M | 2.79% | 9 |
|