Sequoia Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $225K | Sell |
2,687
-7,571
| -74% | -$634K | 1.74% | 18 |
|
|
2019
Q3 | $801K | Buy |
10,258
+2,033
| +25% | +$159K | 1.64% | 18 |
|
|
2019
Q2 | $635K | Sell |
8,225
-26,275
| -76% | -$2.03M | 0.6% | 28 |
|
|
2019
Q1 | $2.66M | Buy |
34,500
+24,530
| +246% | +$1.89M | 2.16% | 11 |
|
|
2018
Q4 | $691K | Sell |
9,970
-24,234
| -71% | -$1.68M | 0.68% | 28 |
|
|
2018
Q3 | $2.98M | Buy |
34,204
+30,546
| +835% | +$2.66M | 2.56% | 12 |
|
|
2018
Q2 | $345K | Sell |
3,658
-256
| -7% | -$24.1K | 0.37% | 43 |
|
|
2018
Q1 | $301K | Sell |
3,914
-33,721
| -90% | -$2.59M | 0.29% | 45 |
|
|
2017
Q4 | $2.93M | Buy |
+37,635
| New | +$2.93M | 2.65% | 11 |
|