SWM
Sequoia Wealth Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $760K | Sell |
3,423
-263
| -7% | -$58.4K | 5.89% | 8 |
|
|
2019
Q3 | $812K | Buy |
+3,686
| New | +$812K | 1.66% | 17 |
|
|
2019
Q2 | – | Sell |
-3,761
| Closed | -$753K | – | 66 |
|
|
2019
Q1 | $753K | Sell |
3,761
-75
| -2% | -$15K | 0.61% | 32 |
|
|
2018
Q4 | $663K | Sell |
3,836
-307
| -7% | -$53.1K | 0.66% | 29 |
|
|
2018
Q3 | $895K | Sell |
4,143
-219
| -5% | -$47.3K | 0.77% | 31 |
|
|
2018
Q2 | $844K | Sell |
4,362
-16
| -0.4% | -$3.1K | 0.9% | 26 |
|
|
2018
Q1 | $869K | Sell |
4,378
-529
| -11% | -$105K | 0.84% | 24 |
|
|
2017
Q4 | $949K | Buy |
+4,907
| New | +$949K | 0.86% | 26 |
|