SWM
Sequoia Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-103,402
| Closed | -$11.2M | – | 65 |
|
|
2019
Q2 | $11.2M | Buy |
103,402
+432
| +0.4% | +$46.8K | 10.62% | 4 |
|
|
2019
Q1 | $10.8M | Buy |
102,970
+2,237
| +2% | +$234K | 8.73% | 4 |
|
|
2018
Q4 | $9.21M | Buy |
100,733
+1,070
| +1% | +$97.8K | 9.12% | 3 |
|
|
2018
Q3 | $10.6M | Buy |
99,663
+3,715
| +4% | +$397K | 9.14% | 2 |
|
|
2018
Q2 | $9.78M | Sell |
95,948
-37,196
| -28% | -$3.79M | 10.38% | 2 |
|
|
2018
Q1 | $13.2M | Buy |
133,144
+20,005
| +18% | +$1.99M | 12.78% | 1 |
|
|
2017
Q4 | $11.7M | Buy |
+113,139
| New | +$11.7M | 10.57% | 1 |
|