Advantage Investment Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $55K | Buy |
4,670
+75
| +2% | +$883 | 0.04% | 321 |
|
|
2019
Q2 | $48K | Hold |
4,595
| – | – | 0.04% | 349 |
|
|
2019
Q1 | $39K | Buy |
4,595
+295
| +7% | +$2.5K | 0.03% | 395 |
|
|
2018
Q4 | $42K | Sell |
4,300
-700
| -14% | -$6.84K | 0.03% | 369 |
|
|
2018
Q3 | $61K | Hold |
5,000
| – | – | 0.04% | 357 |
|
|
2018
Q2 | $51K | Hold |
5,000
| – | – | 0.04% | 363 |
|
|
2018
Q1 | $48K | Hold |
5,000
| – | – | 0.02% | 389 |
|
|
2017
Q4 | $45K | Hold |
5,000
| – | – | 0.01% | 425 |
|
|
2017
Q3 | $37K | Hold |
5,000
| – | – | 0.01% | 451 |
|
|
2017
Q2 | $38K | Hold |
5,000
| – | – | 0.01% | 446 |
|
|
2017
Q1 | $34K | Hold |
5,000
| – | – | 0.01% | 447 |
|
|
2016
Q4 | $28K | Hold |
5,000
| – | – | 0.01% | 448 |
|
|
2016
Q3 | $33K | Hold |
5,000
| – | – | 0.01% | 414 |
|
|
2016
Q2 | $29K | Hold |
5,000
| – | – | 0.01% | 425 |
|
|
2016
Q1 | $26K | Buy |
5,000
+1,300
| +35% | +$6.76K | 0.01% | 421 |
|
|
2015
Q4 | $18K | Hold |
3,700
| – | – | 0.01% | 485 |
|
|
2015
Q3 | $18K | Buy |
3,700
+200
| +6% | +$973 | 0.01% | 471 |
|
|
2015
Q2 | $20K | Hold |
3,500
| – | – | 0.01% | 485 |
|
|
2015
Q1 | $19K | Buy |
+3,500
| New | +$19K | 0.01% | 485 |
|