Advisor Partners II’s Sony SONY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $2.78M | Sell |
168,650
-1,725
| -1% | -$28.4K | 0.11% | 189 |
|
2023
Q2 | $3.07M | Buy |
170,375
+33,900
| +25% | +$610K | 0.14% | 136 |
|
2023
Q1 | $2.47M | Buy |
136,475
+20,885
| +18% | +$379K | 0.14% | 148 |
|
2022
Q4 | $1.76M | Buy |
115,590
+28,245
| +32% | +$431K | 0.11% | 205 |
|
2022
Q3 | $1.12M | Buy |
+87,345
| New | +$1.12M | 0.08% | 247 |
|