Sonora Investment Management’s SCE TRUST V SCE.PRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-600
Closed -$15K 1059
2021
Q1
$15K Sell
600
-61
-9% -$1.55K ﹤0.01% 1095
2020
Q4
$17K Hold
661
﹤0.01% 990
2020
Q3
$15K Hold
661
﹤0.01% 1026
2020
Q2
$14K Hold
661
﹤0.01% 929
2020
Q1
$13K Buy
661
+61
+10% +$1.43K ﹤0.01% 921
2019
Q4
$15K Hold
600
﹤0.01% 1001
2019
Q3
$15K Buy
+600
New +$14.7K ﹤0.01% 997

Other funds holding SCE.PRK

Sonora Investment Management's SCE.PRK Position: Q2 2021 in Review

Sonora Investment Management sold out of SCE TRUST V (SCE.PRK) in Q2 2021, closing a stake of 600 shares — an estimated $15K sold.

Sonora Investment Management first reported a position in SCE.PRK in Q3 2019 and held it in 7 quarters. The position peaked at $17K in Q4 2020. 1 fund tracked by Wall St. Rank holds SCE.PRK as of Q2 2021.

  • Sonora Investment Management reported no remaining SCE TRUST V position as of Q2 2021 after selling out during the quarter.
  • Sonora Investment Management sold 600 SCE TRUST V shares in Q2 2021, an estimated $15K.
  • Sonora Investment Management first reported a position in SCE TRUST V in Q3 2019 and held it in 7 quarters.
  • Sonora Investment Management's SCE TRUST V position peaked at $17K in Q4 2020.
  • 1 fund tracked by Wall St. Rank held SCE TRUST V as of Q2 2021.

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