SWM
KNOW
Sequoia Wealth Management’s Direxion All Cap Insider Sentiment Shares KNOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-38,406
| Closed | -$1.5M | – | 68 |
|
|
2019
Q2 | $1.5M | Buy |
38,406
+623
| +2% | +$24.4K | 1.42% | 16 |
|
|
2019
Q1 | $1.45M | Buy |
37,783
+2,052
| +6% | +$78.8K | 1.18% | 23 |
|
|
2018
Q4 | $1.2M | Sell |
35,731
-536
| -1% | -$18K | 1.19% | 22 |
|
|
2018
Q3 | $1.49M | Buy |
36,267
+10,330
| +40% | +$426K | 1.28% | 24 |
|
|
2018
Q2 | $1.07M | Buy |
25,937
+2,893
| +13% | +$120K | 1.14% | 23 |
|
|
2018
Q1 | $944K | Buy |
23,044
+6,103
| +36% | +$250K | 0.91% | 23 |
|
|
2017
Q4 | $717K | Buy |
+16,941
| New | +$717K | 0.65% | 31 |
|