SWM
Sequoia Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $259K | Hold |
1,200
| – | – | 2.01% | 16 |
|
|
2019
Q3 | $231K | Buy |
+1,200
| New | +$231K | 0.47% | 50 |
|
|
2019
Q2 | – | Sell |
-1,200
| Closed | -$233K | – | 68 |
|
|
2019
Q1 | $233K | Hold |
1,200
| – | – | 0.19% | 68 |
|
|
2018
Q4 | $217K | Hold |
1,200
| – | – | 0.21% | 57 |
|
|
2018
Q3 | $243K | Hold |
1,200
| – | – | 0.21% | 54 |
|
|
2018
Q2 | $215K | Hold |
1,200
| – | – | 0.23% | 53 |
|
|
2018
Q1 | $207K | Buy |
+1,200
| New | +$207K | 0.2% | 53 |
|