Sonora Investment Management’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $41K | Buy |
600
+500
| +500% | +$34.2K | 0.01% | 465 |
|
|
2021
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 772 |
|
|
2021
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 1427 |
|
|
2020
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 1367 |
|
|
2020
Q3 | $6K | Sell |
100
-52
| -34% | -$3.12K | ﹤0.01% | 1403 |
|
|
2020
Q2 | $9K | Buy |
152
+52
| +52% | +$3.08K | ﹤0.01% | 1165 |
|
|
2020
Q1 | $5K | Sell |
100
-274
| -73% | -$13.7K | ﹤0.01% | 1280 |
|
|
2019
Q4 | $24K | Buy |
374
+194
| +108% | +$12.4K | ﹤0.01% | 807 |
|
|
2019
Q3 | $11K | Buy |
+180
| New | +$11K | ﹤0.01% | 1143 |
|
|
2018
Q3 | – | Sell |
-36
| Closed | -$2K | – | 1269 |
|
|
2018
Q2 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 1078 |
|