Apriem Advisors’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-4,875
| Closed | -$50K | – | 341 |
|
|
2018
Q2 | $50K | Buy |
+4,875
| New | +$50K | 0.01% | 245 |
|
|
2017
Q2 | – | Sell |
-1,875
| Closed | -$13K | – | 480 |
|
|
2017
Q1 | $13K | Hold |
1,875
| – | – | ﹤0.01% | 392 |
|
|
2016
Q4 | $11K | Sell |
1,875
-500
| -21% | -$2.93K | ﹤0.01% | 437 |
|
|
2016
Q3 | $16K | Hold |
2,375
| – | – | ﹤0.01% | 356 |
|
|
2016
Q2 | $14K | Hold |
2,375
| – | – | ﹤0.01% | 379 |
|
|
2016
Q1 | $12K | Hold |
2,375
| – | – | ﹤0.01% | 361 |
|
|
2015
Q4 | $12K | Hold |
2,375
| – | – | ﹤0.01% | 358 |
|
|
2015
Q3 | $12K | Hold |
2,375
| – | – | ﹤0.01% | 344 |
|
|
2015
Q2 | $13K | Hold |
2,375
| – | – | ﹤0.01% | 388 |
|
|
2015
Q1 | $13K | Hold |
2,375
| – | – | ﹤0.01% | 384 |
|
|
2014
Q4 | $10K | Buy |
2,375
+375
| +19% | +$1.58K | ﹤0.01% | 373 |
|
|
2014
Q3 | $7K | Buy |
2,000
+1,000
| +100% | +$3.5K | ﹤0.01% | 416 |
|
|
2014
Q2 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 425 |
|
|
2014
Q1 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 426 |
|
|
2013
Q4 | $3K | Buy |
1,000
+500
| +100% | +$1.5K | ﹤0.01% | 450 |
|
|
2013
Q3 | $2K | Hold |
500
| – | – | ﹤0.01% | 456 |
|
|
2013
Q2 | $2K | Buy |
+500
| New | +$2K | ﹤0.01% | 429 |
|