SWM

Sequoia Wealth Management’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-6,049	Closed	-$277K	–	72
2019 Q1	$277K	Buy	+6,049	New	+$277K	0.22%	60
2018 Q4	–	Sell	-5,485	Closed	-$258K	–	69
2018 Q3	$258K	Buy	+5,485	New	+$258K	0.22%	53