SWM
Sequoia Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $395K | Sell |
1,632
-1,273
| -44% | -$308K | 3.06% | 13 |
|
|
2019
Q3 | $635K | Buy |
2,905
+1,564
| +117% | +$342K | 1.3% | 23 |
|
|
2019
Q2 | $300K | Sell |
1,341
-1,903
| -59% | -$426K | 0.28% | 42 |
|
|
2019
Q1 | $667K | Sell |
3,244
-34
| -1% | -$6.99K | 0.54% | 35 |
|
|
2018
Q4 | $563K | Sell |
3,278
-1,792
| -35% | -$308K | 0.56% | 33 |
|
|
2018
Q3 | $1.06M | Buy |
5,070
+240
| +5% | +$50.2K | 0.91% | 27 |
|
|
2018
Q2 | $942K | Buy |
4,830
+175
| +4% | +$34.1K | 1% | 24 |
|
|
2018
Q1 | $835K | Buy |
+4,655
| New | +$835K | 0.81% | 25 |
|