SIM
PWT

Sonora Investment Management’s POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO PWT Stock Holding History

Sonora Investment Management’s Portfolio PWT Stock Details PWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-860
Closed -$45K – 1170
2021
Q1 		$45K Hold
860
– – ﹤0.01% 654
2020
Q4 		$41K Hold
860
– – ﹤0.01% 681
2020
Q3 		$34K Hold
860
– – ﹤0.01% 694
2020
Q2 		$31K Hold
860
– – ﹤0.01% 623
2020
Q1 		$25K Hold
860
– – ﹤0.01% 673
2019
Q4 		$34K Hold
860
– – ﹤0.01% 655
2019
Q3 		$32K Hold
860
– – ﹤0.01% 661
2019
Q2 		$32K Hold
860
– – ﹤0.01% 668
2019
Q1 		$31K Hold
860
– – ﹤0.01% 628
2018
Q4 		$27K Hold
860
– – ﹤0.01% 525
2018
Q3 		$34K Hold
860
– – ﹤0.01% 485
2018
Q2 		$31K Hold
860
– – ﹤0.01% 497
2018
Q1 		$28.6K Hold
860
– – ﹤0.01% 480
2017
Q4 		$27.6K Hold
860
– – ﹤0.01% 506
2017
Q3 		$26.5K Buy
+860
New +$26.5K ﹤0.01% 466

Sonora Investment Management's PWT Position: Q2 2021 in Review

Sonora Investment Management sold out of POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO (PWT) in Q2 2021, closing a stake of 860 shares — an estimated $45K sold.

Sonora Investment Management first reported a position in PWT in Q3 2017 and held it in 15 quarters. The position peaked at $45K in Q1 2021. 0 funds tracked by Wall St. Rank hold PWT as of Q2 2021.

  • Sonora Investment Management reported no remaining POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO position as of Q2 2021 after selling out during the quarter.
  • Sonora Investment Management sold 860 POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO shares in Q2 2021, an estimated $45K.
  • Sonora Investment Management first reported a position in POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO in Q3 2017 and held it in 15 quarters.
  • Sonora Investment Management's POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO position peaked at $45K in Q1 2021.
  • 0 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO as of Q2 2021.

Based on Sonora Investment Management's 13F filing for Q2 2021, filed 20 Oct 2021.