Sequoia Wealth Management’s Invesco S&P SmallCap 600 Pure Growth ETF RZG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-41,496
| Closed | -$1.53M | – | 66 |
|
|
2019
Q2 | $1.53M | Buy |
41,496
+1,326
| +3% | +$49K | 1.45% | 15 |
|
|
2019
Q1 | $1.51M | Buy |
40,170
+1,443
| +4% | +$54.3K | 1.23% | 21 |
|
|
2018
Q4 | $1.34M | Sell |
38,727
-1,389
| -3% | -$48.2K | 1.33% | 19 |
|
|
2018
Q3 | $1.79M | Buy |
40,116
+9,930
| +33% | +$444K | 1.54% | 20 |
|
|
2018
Q2 | $1.28M | Buy |
30,186
+2,802
| +10% | +$119K | 1.36% | 20 |
|
|
2018
Q1 | $1.05M | Buy |
27,384
+6,672
| +32% | +$256K | 1.02% | 22 |
|
|
2017
Q4 | $796K | Buy |
+20,712
| New | +$796K | 0.72% | 27 |
|