SWM
Sequoia Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-15,596
| Closed | -$978K | – | 35 |
|
|
2019
Q3 | $978K | Buy |
15,596
+5,427
| +53% | +$340K | 2% | 12 |
|
|
2019
Q2 | $647K | Sell |
10,169
-7,250
| -42% | -$461K | 0.61% | 27 |
|
|
2019
Q1 | $1.05M | Buy |
17,419
+6,228
| +56% | +$376K | 0.85% | 25 |
|
|
2018
Q4 | $590K | Sell |
11,191
-3,590
| -24% | -$189K | 0.58% | 31 |
|
|
2018
Q3 | $917K | Buy |
14,781
+3,767
| +34% | +$234K | 0.79% | 30 |
|
|
2018
Q2 | $701K | Buy |
11,014
+3,376
| +44% | +$215K | 0.74% | 28 |
|
|
2018
Q1 | $415K | Buy |
7,638
+2,817
| +58% | +$153K | 0.4% | 37 |
|
|
2017
Q4 | $270K | Buy |
+4,821
| New | +$270K | 0.24% | 46 |
|