SWM
Sequoia Wealth Management’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $293K | Sell |
2,128
-1,093
| -34% | -$150K | 2.27% | 15 |
|
|
2019
Q3 | $419K | Buy |
+3,221
| New | +$419K | 0.86% | 33 |
|
|
2019
Q2 | – | Sell |
-4,319
| Closed | -$511K | – | 67 |
|
|
2019
Q1 | $511K | Sell |
4,319
-1,127
| -21% | -$133K | 0.41% | 44 |
|
|
2018
Q4 | $579K | Sell |
5,446
-10,706
| -66% | -$1.14M | 0.57% | 32 |
|
|
2018
Q3 | $1.96M | Sell |
16,152
-956
| -6% | -$116K | 1.69% | 17 |
|
|
2018
Q2 | $2.01M | Sell |
17,108
-2,693
| -14% | -$317K | 2.14% | 13 |
|
|
2018
Q1 | $2.34M | Buy |
19,801
+3,255
| +20% | +$384K | 2.26% | 13 |
|
|
2017
Q4 | $2M | Buy |
+16,546
| New | +$2M | 1.81% | 17 |
|