SWM
Sequoia Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-5,635
| Closed | -$316K | – | 38 |
|
|
2019
Q3 | $316K | Sell |
5,635
-875
| -13% | -$49.1K | 0.65% | 39 |
|
|
2019
Q2 | $369K | Buy |
6,510
+827
| +15% | +$46.9K | 0.35% | 37 |
|
|
2019
Q1 | $307K | Buy |
5,683
+50
| +0.9% | +$2.7K | 0.25% | 55 |
|
|
2018
Q4 | $262K | Buy |
5,633
+4,226
| +300% | +$197K | 0.26% | 51 |
|
|
2018
Q3 | $311K | Hold |
1,407
| – | – | 0.27% | 46 |
|
|
2018
Q2 | $299K | Hold |
1,407
| – | – | 0.32% | 47 |
|
|
2018
Q1 | $290K | Hold |
1,407
| – | – | 0.28% | 48 |
|
|
2017
Q4 | $300K | Buy |
+1,407
| New | +$300K | 0.27% | 43 |
|