Arkadios Wealth Advisors’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,540
| Closed | -$217K | – | 599 |
|
|
2022
Q1 | $217K | Buy |
+10,540
| New | +$217K | 0.03% | 512 |
|
|
2021
Q4 | – | Sell |
-3,970
| Closed | -$87K | – | 1595 |
|
|
2021
Q3 | $87K | Sell |
3,970
-3,185
| -45% | -$69.8K | 0.01% | 720 |
|
|
2021
Q2 | $139K | Buy |
7,155
+5,650
| +375% | +$110K | 0.02% | 627 |
|
|
2021
Q1 | $31K | Buy |
1,505
+830
| +123% | +$17.1K | 0.01% | 838 |
|
|
2020
Q4 | $13K | Buy |
+675
| New | +$13K | ﹤0.01% | 900 |
|
|
2020
Q2 | – | Sell |
-100
| Closed | -$1.18K | – | 1127 |
|
|
2020
Q1 | $1.18K | Sell |
100
-265
| -73% | -$3.14K | ﹤0.01% | 960 |
|
|
2019
Q4 | $5.08K | Buy |
+365
| New | +$5.08K | ﹤0.01% | 700 |
|