Accel Wealth Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,000
| Closed | -$54.4K | – | 753 |
|
|
2023
Q1 | $54.4K | Hold |
3,000
| – | – | 0.02% | 456 |
|
|
2022
Q4 | $45.8K | Hold |
3,000
| – | – | 0.02% | 376 |
|
|
2022
Q3 | $41K | Hold |
3,000
| – | – | 0.02% | 411 |
|
|
2022
Q2 | $49K | Hold |
3,000
| – | – | 0.03% | 353 |
|
|
2022
Q1 | $62K | Sell |
3,000
-375
| -11% | -$7.75K | 0.03% | 329 |
|
|
2021
Q4 | $85K | Hold |
3,375
| – | – | 0.04% | 285 |
|
|
2021
Q3 | $75K | Hold |
3,375
| – | – | 0.05% | 265 |
|
|
2021
Q2 | $66K | Hold |
3,375
| – | – | 0.04% | 292 |
|
|
2021
Q1 | $72K | Buy |
3,375
+375
| +13% | +$8K | 0.06% | 264 |
|
|
2020
Q4 | $61K | Buy |
+3,000
| New | +$61K | 0.06% | 265 |
|