Sequoia Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $222K | Sell |
1,246
-2,035
| -62% | -$363K | 1.72% | 19 |
|
|
2019
Q3 | $541K | Buy |
3,281
+1,186
| +57% | +$196K | 1.11% | 27 |
|
|
2019
Q2 | $346K | Sell |
2,095
-1,245
| -37% | -$206K | 0.33% | 38 |
|
|
2019
Q1 | $526K | Hold |
3,340
| – | – | 0.43% | 42 |
|
|
2018
Q4 | $463K | Buy |
3,340
+1
| +0% | +$139 | 0.46% | 37 |
|
|
2018
Q3 | $540K | Buy |
3,339
+38
| +1% | +$6.15K | 0.46% | 41 |
|
|
2018
Q2 | $505K | Sell |
3,301
-49
| -1% | -$7.5K | 0.54% | 39 |
|
|
2018
Q1 | $492K | Sell |
3,350
-166
| -5% | -$24.4K | 0.48% | 36 |
|
|
2017
Q4 | $537K | Buy |
+3,516
| New | +$537K | 0.48% | 36 |
|