Sequoia Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
2019
Q3
$925K Sell
2019
Q2
$986K Buy
2019
Q1
$846K Sell
2018
Q4
$753K Buy
2018
Q3
$790K Buy
2018
Q2
$661K Hold
2018
Q1
$642K Sell
2017
Q4
$1.8M Buy