SWM
Sequoia Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,116
| Closed | -$925K | – | 43 |
|
|
2019
Q3 | $925K | Sell |
3,116
-201
| -6% | -$59.7K | 1.89% | 15 |
|
|
2019
Q2 | $986K | Buy |
3,317
+316
| +11% | +$93.9K | 0.93% | 21 |
|
|
2019
Q1 | $846K | Sell |
3,001
-11
| -0.4% | -$3.1K | 0.69% | 29 |
|
|
2018
Q4 | $753K | Buy |
3,012
+294
| +11% | +$73.5K | 0.75% | 26 |
|
|
2018
Q3 | $790K | Buy |
2,718
+280
| +11% | +$81.4K | 0.68% | 33 |
|
|
2018
Q2 | $661K | Hold |
2,438
| – | – | 0.7% | 34 |
|
|
2018
Q1 | $642K | Sell |
2,438
-4,150
| -63% | -$1.09M | 0.62% | 30 |
|
|
2017
Q4 | $1.81M | Buy |
+6,588
| New | +$1.81M | 1.63% | 18 |
|