Sonora Investment Management’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-39
| Closed | -$10K | – | 1696 |
|
|
2019
Q4 | $10K | Buy |
+39
| New | +$10K | ﹤0.01% | 1213 |
|
|
2019
Q3 | – | Sell |
-32
| Closed | -$9K | – | 1751 |
|
|
2019
Q2 | $9K | Buy |
+32
| New | +$9K | ﹤0.01% | 1231 |
|
|
2019
Q1 | – | Sell |
-50
| Closed | -$10K | – | 1504 |
|
|
2018
Q4 | $10K | Hold |
50
| – | – | ﹤0.01% | 858 |
|
|
2018
Q3 | $11K | Hold |
50
| – | – | ﹤0.01% | 820 |
|
|
2018
Q2 | $10K | Hold |
50
| – | – | ﹤0.01% | 803 |
|
|
2018
Q1 | $9.97K | Hold |
50
| – | – | ﹤0.01% | 806 |
|
|
2017
Q4 | $9.64K | Hold |
50
| – | – | ﹤0.01% | 819 |
|
|
2017
Q3 | $9.01K | Hold |
50
| – | – | ﹤0.01% | 754 |
|
|
2017
Q2 | $8.31K | Hold |
50
| – | – | ﹤0.01% | 767 |
|
|
2017
Q1 | $8.25K | Buy |
+50
| New | +$8.25K | ﹤0.01% | 726 |
|