Sonora Investment Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $27K | Buy |
275
+200
| +267% | +$19.6K | ﹤0.01% | 554 |
|
|
2021
Q2 | $8K | Sell |
75
-25
| -25% | -$2.67K | ﹤0.01% | 754 |
|
|
2021
Q1 | $10K | Buy |
+100
| New | +$10K | ﹤0.01% | 1296 |
|
|
2019
Q3 | – | Sell |
-148
| Closed | -$11K | – | 1828 |
|
|
2019
Q2 | $11K | Buy |
+148
| New | +$11K | ﹤0.01% | 1116 |
|
|
2016
Q2 | – | Sell |
-75
| Closed | -$4.21K | – | 935 |
|
|
2016
Q1 | $4.21K | Hold |
75
| – | – | ﹤0.01% | 758 |
|
|
2015
Q4 | $4K | Hold |
75
| – | – | ﹤0.01% | 671 |
|
|
2015
Q3 | $4K | Buy |
+75
| New | +$4K | ﹤0.01% | 831 |
|