Sonora Investment Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $64K | Buy |
+1,000
| New | +$64K | 0.01% | 374 |
|
|
2020
Q4 | – | Sell |
-21
| Closed | -$1K | – | 1798 |
|
|
2020
Q3 | $1K | Sell |
21
-78
| -79% | -$3.71K | ﹤0.01% | 1732 |
|
|
2020
Q2 | $6K | Buy |
99
+78
| +371% | +$4.73K | ﹤0.01% | 1302 |
|
|
2020
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 1610 |
|
|
2019
Q4 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 1644 |
|
|
2018
Q3 | – | Sell |
-37
| Closed | -$2K | – | 1271 |
|
|
2018
Q2 | $2K | Buy |
+37
| New | +$2K | ﹤0.01% | 1080 |
|