SWM
Sequoia Wealth Management’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $554K | Hold |
2,380
| – | – | 4.29% | 11 |
|
|
2019
Q3 | $495K | Buy |
+2,380
| New | +$495K | 1.01% | 30 |
|
|
2019
Q2 | – | Sell |
-2,517
| Closed | -$481K | – | 69 |
|
|
2019
Q1 | $481K | Buy |
2,517
+53
| +2% | +$10.1K | 0.39% | 46 |
|
|
2018
Q4 | $394K | Sell |
2,464
-1,398
| -36% | -$224K | 0.39% | 43 |
|
|
2018
Q3 | $750K | Hold |
3,862
| – | – | 0.64% | 34 |
|
|
2018
Q2 | $697K | Hold |
3,862
| – | – | 0.74% | 29 |
|
|
2018
Q1 | $649K | Buy |
3,862
+699
| +22% | +$117K | 0.63% | 29 |
|
|
2017
Q4 | $538K | Buy |
+3,163
| New | +$538K | 0.49% | 35 |
|