SWM
Sequoia Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-7,171
| Closed | -$921K | – | 37 |
|
|
2019
Q3 | $921K | Buy |
7,171
+283
| +4% | +$36.3K | 1.88% | 16 |
|
|
2019
Q2 | $881K | Sell |
6,888
-439
| -6% | -$56.2K | 0.83% | 22 |
|
|
2019
Q1 | $906K | Buy |
7,327
+1,406
| +24% | +$174K | 0.73% | 27 |
|
|
2018
Q4 | $658K | Buy |
5,921
+313
| +6% | +$34.8K | 0.65% | 30 |
|
|
2018
Q3 | $712K | Sell |
5,608
-518
| -8% | -$65.8K | 0.61% | 36 |
|
|
2018
Q2 | $681K | Buy |
6,126
+1,604
| +35% | +$178K | 0.72% | 31 |
|
|
2018
Q1 | $542K | Hold |
4,522
| – | – | 0.52% | 35 |
|
|
2017
Q4 | $572K | Buy |
+4,522
| New | +$572K | 0.52% | 34 |
|