SWM

Sequoia Wealth Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-13,610	Closed	-$180K	–	70
2019 Q1	$180K	Buy	+13,610	New	+$180K	0.15%	72
2018 Q4	–	Sell	-10,940	Closed	-$148K	–	68
2018 Q3	$148K	Buy	+10,940	New	+$148K	0.13%	60