Sequoia Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
2019
Q3
$316K Sell
2019
Q2
$369K Buy
2019
Q1
$307K Buy
2018
Q4
$262K Buy
2018
Q3
$311K Hold
2018
Q2
$299K Hold
2018
Q1
$290K Hold
2017
Q4
$300K Buy